Flourish is hiring a
Client Support Representative

Summary

The job is for a Client Support Specialist at Flourish, a fintech startup that provides financial products to RIAs. The role involves client support via phone, email, and chat, managing reporting, developing client support materials, and participating in support center scheduling. The position requires a Bachelor's degree, 3+ years of Client Support experience within financial services, a FINRA Series 7 license, and excellent communication skills.

Requirements

• 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

Responsibilities

• Support company growth by providing clients with an excellent, white-glove client experience across phone, email and chat, including technical support
• Manage reporting with internal stakeholders, from defining metrics to internal reporting, particularly with sales, relationship management, and product teams
• 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
• Assist in new account opening/approvals
• 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

Preferred Qualifications

Experience with client support process improvements, metrics, reporting, hiring or training of support representatives, or similar

Benefits

Base Salary Range: $51,500 - $80,000 plus bonus