Investment Client Relations Specialist

2 weeks ago


Dallas, Texas, United States Larson Maddox Full time

Position Overview: A leading FinTech firm is seeking a dedicated Investment Client Relations Specialist. This role will act as the primary liaison for clients utilizing the company’s cash management solutions to meet their financial objectives. The selected candidate will collaborate closely with product and engineering teams to relay client insights that will influence the company’s strategic direction.

Work Arrangement: This position is fully remote, with monthly in-person meetings in Dallas.

Compensation: The salary range for this role is $70,000-75,000, complemented by a bonus structure and a comprehensive benefits package.

Key Responsibilities:

  • Acquire a thorough understanding of the product offerings and translate intricate fintech concepts for a non-technical audience.
  • Gather and analyze client feedback to provide actionable insights to internal teams for ongoing product enhancement.
  • Oversee the initiation and approval processes for new client accounts.

Qualifications:

  • Candidates must possess a valid Series 7 license.
  • A minimum of 3 years of experience in the financial services industry is required.
  • Prior experience in a client-facing capacity within the financial sector is essential.


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