Client Solutions Representative

📋 Description

• Respond to client, advisor, and platform user inquiries in a timely, professional, and helpful
• Support onboarding for new users by helping them understand Syntax Direct functionality, workflows
• Answer common product, platform, and support questions using approved training materials, FAQs
• Triage more complex questions and escalate them to the appropriate internal teams, including Sales
• Maintain accurate records of client interactions, questions, follow-up items, and resolutions in
• Help document recurring client questions, support themes, product feedback, and opportunities to

🎯 Requirements

• Bachelor’s degree in finance, economics, business, communications, data analytics, investment
• 0–3 years of experience in customer support, client service, financial services, fintech, wealth
• Strong interest in finance and investment management.
• Excellent written and verbal communication skills, with the ability to communicate clearly and
• Strong problem-solving ability, attention to detail, and comfort working through client questions
• Proficiency with Microsoft Office or a comparable office suite, along with comfort learning