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Flourish · 3 weeks ago

Client Support Representative

United States

Full-time

Remote

Mid Level

$61K/yr - $80K/yr

3+ years exp

Flourish is a fintech startup on a mission to help financial advisors enhance their services through innovative technology. The Client Support Representative will provide exceptional client support across various channels while contributing to the growth and efficiency of the client support organization.

BankingFinanceFinancial ServicesFinTech

Diversity & Inclusion

Responsibilities

Support company growth by providing clients with an excellent, white-glove client experience across phone, email and chat, including technical support

Work closely with internal stakeholders, including product teams, sales, and relationship management, to effectively resolve client issues

Conduct routine client outreach to address account servicing issues and participate in ad hoc projects and initiatives as needed

Assist with the review and onboarding process for new accounts

Develop and maintain external client support materials, from email templates to call scripts to FAQs

Participate in support center scheduling, aligning staffing and hours of availability to inbound client demands

Real time queue management for phone support

Define and implement short-term business strategies to improve client experience and increase support team efficiency

Training and development of new support representatives, including development of training materials

Ensure all support-related tasks are completed in a timely matter, including working past the close of support hours as needed

Must be able to work West Coast hours (9am - 5pm PT) and have flexibility to cover other US timezones as needed

Qualification

Client Support ExperienceFINRA Series 7 LicenseProblem-Solving SkillsCommunication SkillsInterpersonal Skills

Required

Bachelor's degree

3+ years of Client Support experience within financial services, or similar client-facing role with a significant volume of phone or email interaction

A FINRA Series 7 license

Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information

A curious, analytical mind and strong problem-solving skills

Self-starter with a positive attitude

A professional, personable and humble manner

Excellent interpersonal skills, as well as verbal and written communication skills

Position is a remote role based in Dallas