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BetaNXT · 2 months ago

Client Support & Implementation Specialist

Cary, NC, US

Full-time

Hybrid

Senior Level

6+ years exp

BetaNXT is a leading provider of frictionless wealth management infrastructure and real-time data solutions. The Client Support & Implementation Specialist plays a pivotal role in driving client satisfaction and advancing strategic partnerships, ensuring exceptional support to broker-dealer clients.

FinanceOutsourcingWealth Management

H1B Sponsor Likely

Responsibilities

Serve as a trusted advisor to clients, offering expert guidance on BetaNXT’s Investor Communication services and ensuring seamless service delivery

Support the Relationship Management team by participating in client meetings and user groups, both on-site and off-site, to strengthen business relationships and identify growth opportunities

Maintain and nurture client relationships, ensuring expectations are met and exceeded in a holistic and productive environment

Participate in project management initiatives for new Investor Communications offerings, contributing strategic insights and execution support

Partner with technology teams to develop and refine software solutions aligned with client needs

Collaborate with operations to uphold quality control standards and ensure consistent service excellence

Facilitate client onboarding processes including scheduling, reporting, issue tracking, and risk escalation

Conduct analysis of incoming and outgoing data to support seamless platform transitions

Engage directly with clients to explain documentation requirements, regulatory considerations, and onboarding expectations

Lead client-facing calls and meetings, providing direct support, documentation, and follow-up throughout the onboarding lifecycle

Coordinate cross-functional resources to meet client needs

Monitor project quality and efficiency, ensuring client satisfaction throughout the onboarding lifecycle

Qualification

Client-facing project managementFinancial services experienceB2B relationship managementAnalytical skillsMicrosoft Office SuiteOrganizational skillsTime managementVerbal communicationWritten communicationAttention to detailProblem-solving

Required

6+ years of hands-on business operation experience in the financial services industry

Demonstrated expertise in the client-facing project management

Proven experience in a B2B environment with the ability to build and maintain strong client relationships

Exceptional organizational and time management skills; able to prioritize and complete tasks within established deadlines

Proficiency in Microsoft Office Suite; effective use of email and phone communication

Excellent verbal and written communication skills

Proven research capabilities and attention to detail

Excellent analytical and problem-solving skills

Travel to client locations is required

Company

BetaNXT

BetaNXT is a wealth management company that provides frictionless wealth management enterprise solutions.

Founded in 2022

New York, New York, USA

501-1000 employees

https://betanxt.com

H1B Sponsorship

BetaNXT has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (7)

2024 (3)