Client Support Specialist
Arch, New York, NY, United States
Client Support Specialist
As a Client Support Specialist, you will be a key liaison between our users and our product, playing a pivotal role in delivering a seamless and supportive client experience. You will respond to inbound inquiries, solve user issues, share product expertise, and collaborate cross-functionalally to enhance the overall user experience.
This is a great opportunity for someone who is enthusiastic about solving problems, eager to learn, and excited about working at the intersection of technology and finance.
In this role, you will:
Perform in-depth troubleshooting to efficiently identify and resolve client inquiries via email and instant message, escalating to the Operations team when appropriate.
Serve as the primary escalation point for complex or high-priority client inquiries, working alongside the Operations and Engineering teams to drive resolution on the most nuanced issues.
Provide an exceptional experience for clients through effective communication, proactive learning, and deepening relationships.
Ensure client satisfaction by taking ownership of inbound client inquiries, providing updates, and ensuring that all open items are resolved in a timely manner.
Investigate user-reported issues and collaborate with our Engineering team to identify and resolve any bugs.
Own and evolve the team's training materials and internal documentation over time, ensuring resources stay current and reflect the latest product and process changes.
Translate recurring client friction points into structured, actionable feedback for Product and Operations - going beyond flagging issues to proposing solutions.
Mentor and support junior team members (Associates and Senior Associates), providing guidance on troubleshooting approaches, client communication, and best practices.
Reach out to us if you:
Have 2-5 years of experience in a client-facing or support role, preferably in a B2B, fintech, SaaS, or startup setting.
Have demonstrated experience in a senior support or team lead capacity, and are ready to take on greater ownership beyond your individual workload.
Have a product first mentality and are excited to become a product expert.
Are a driven, positive, and proactive problem-solver with the ability to think on your feet while providing excellent customer service.
Are an excellent communicator - both written and verbally - with the ability to explain complex topics in a clear and approachable way.
Feel a strong sense of pride and ownership in your work and always follow through to deliver results.
Thrive in a stimulating and fast-paced environment.
Want to learn more about financial technology, investing, and alternative assets (previous exposure to private investments is a plus but not required).
As a Client Support Specialist, you will be a key liaison between our users and our product, playing a pivotal role in delivering a seamless and supportive client experience. You will respond to inbound inquiries, solve user issues, share product expertise, and collaborate cross-functionalally to enhance the overall user experience.
This is a great opportunity for someone who is enthusiastic about solving problems, eager to learn, and excited about working at the intersection of technology and finance.
In this role, you will:
Perform in-depth troubleshooting to efficiently identify and resolve client inquiries via email and instant message, escalating to the Operations team when appropriate.
Serve as the primary escalation point for complex or high-priority client inquiries, working alongside the Operations and Engineering teams to drive resolution on the most nuanced issues.
Provide an exceptional experience for clients through effective communication, proactive learning, and deepening relationships.
Ensure client satisfaction by taking ownership of inbound client inquiries, providing updates, and ensuring that all open items are resolved in a timely manner.
Investigate user-reported issues and collaborate with our Engineering team to identify and resolve any bugs.
Own and evolve the team's training materials and internal documentation over time, ensuring resources stay current and reflect the latest product and process changes.
Translate recurring client friction points into structured, actionable feedback for Product and Operations - going beyond flagging issues to proposing solutions.
Mentor and support junior team members (Associates and Senior Associates), providing guidance on troubleshooting approaches, client communication, and best practices.
Reach out to us if you:
Have 2-5 years of experience in a client-facing or support role, preferably in a B2B, fintech, SaaS, or startup setting.
Have demonstrated experience in a senior support or team lead capacity, and are ready to take on greater ownership beyond your individual workload.
Have a product first mentality and are excited to become a product expert.
Are a driven, positive, and proactive problem-solver with the ability to think on your feet while providing excellent customer service.
Are an excellent communicator - both written and verbally - with the ability to explain complex topics in a clear and approachable way.
Feel a strong sense of pride and ownership in your work and always follow through to deliver results.
Thrive in a stimulating and fast-paced environment.
Want to learn more about financial technology, investing, and alternative assets (previous exposure to private investments is a plus but not required).