Client Support Specialist

Company: Advyzon  Role: Client Support Specialist -Financial Services Type: Direct hire, Full-Time  Location: Chicago, IL  (On-site) Shift hours: Mon-Fri, 8a-5p   About Advyzon Advyzon was recently named to the "Best Places to Work in Fintech" list. Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago, Illinois, we are a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. With a continuous focus on product innovation and providing superior service to the firms we partner with, we strive to be the best value in advisor technology.   Position Summary: We're seeking a Client Support Specialist to join our team! You will be responsible for providing world class front-line product support to both new and existing users. Candidates must have strong communication skills with a passion for client service. This individual will also work closely with the Client Success and Subject Matter Expert teams to ensure all questions and concerns are addressed and resolved in a timely manner.   Primary 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.   Skills/Qualifications:  • 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 SUMMARY: • 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

Created: 2024-10-30