Advyzon ยท 4 months ago
Client Support Specialist - Financial Services
Chicago, IL
Full-time
Onsite
Entry, Mid Level
2+ years expAdvyzon is a technology company focused on providing innovative solutions for advisory firms in the financial services sector. They are seeking a Client Support Specialist to deliver exceptional product support, drive user adoption, and collaborate with various teams to enhance service quality and address client needs.
AdviceFinancial ServicesImpact Investing
Responsibilities
Provide expert day-to-day servicing to users on the product
Drive product adoption, share best practices and implement growth and optimization strategies for maximum value and success within our customer user base
Contribute to service-improvement initiatives
Provide feedback to the software development team for product enhancements
Qualification
Required
Bachelor's degree strongly preferred
Two or more years of experience in Financial Services preferred
Understanding of investment management and/or financial services in order to anticipate the context of user's needs
Aptitude and willingness to gain complete knowledge of software capabilities in order to provide excellent service to platform users
Able to perform at a high level in a fast-paced work environment
Strong customer support focus and the ability to exercise sound professional judgement while working with both external users and internal teams
Must be organized with a keen attention to detail
Ability to communicate complex concepts to users in a concise and easy to understand manner
Proficient skills in Microsoft Excel
Benefits
Healthcare coverage starting at $0 out of pocket for individuals
HSA with annual company contribution ($200/individual, $350/family)
Vision and Dental offered
Deep discounts on supplemental plans (LTD, Critical illness, Hospital stay and Accident)
$50K life and AD&D coverage at no charge
401K with 100% match for first 3% and 50% match for the next 2% contributed (up to a 5% match)
Unlimited PTO policy
Company
Advyzon
Advyzon is a cloud-based platform that offers management and customizable performance reporting for financial advisors.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Samantha Schwimmer
Chief Marketing Officer
Recent News
2024-10-22
Company data provided by crunchbase