We’re growing. You can be a powerful part of our success.

At Advyzon, the impact you make will help shape our growth and

ability to help advisors achieve their goals. You’ll work with

people who care about your success and get the support you

need to be your best.

Benefits and Perks

We want you to be happy and healthy both in and outside of working hours, no matter where in the world you are. That’s why we offer flexible, competitive benefits for you and your family.

• Healthcare starting at $0 out-of-pocket

• Vision

• Dental

• 401K+ Employer Match

• LTD

• STD

• FSA w/Employer Contribution

• Hospital Indemnification

• Accident forgiveness

• Critical illness coverage

• Unlimited time off

• Observation of all

  market holidays

• Sabbatical

• Parental leave

• Extracurricular team

  bonding

• Continuing educational support

We love working here. We think you will too.

We’re always interested in talking with experienced contributors. Please email [email protected] to get in touch.

Client Support Specialist — Raleigh, NC

We are seeking a highly motivated and customer-oriented Client Support Specialist to join our fast-paced FinTech team. As the first point of contact for our clients, you will play a crucial role in ensuring a seamless user experience and delivering best-in-class support for our financial technology products and services. Your ability to solve problems efficiently, communicate clearly, and manage client relationships will directly impact customer satisfaction and product adoption.

Primary Responsibilities

• Serve as the primary contact for clients via ticketing, phone, and live chat, addressing inquiries, troubleshooting technical issues, and guiding users through platform features.
• Investigate and resolve product or service issues, escalating to success managers and technical teams when necessary.
• Develop deep knowledge of our FinTech platform, including API integrations, account management tools, billing and reporting features.
• Collaborate with product, development, and sales teams to relay client feedback and contribute to continuous product improvement.
• Maintain up-to-date records of client interactions using CRM and support ticketing systems.
• Collaborate on support documentation, user guides, and training resources that will assist in reducing outreach for support.
• Monitor service-level agreements (SLAs) and ensure timely resolution of support tickets.

Skills/Qualifications

• Strong understanding of financial products and support systems.
• Excellent problem-solving skills and the ability to explain complex concepts in simple terms.
• Experience with CRM platforms (e.g., Salesforce, RedTail) and support tools (e.g., HubSpot, Jira).
• Familiarity with APIs, data security practices, and financial compliance is a plus.
• Empathetic communicator with a client-first mindset and a passion for financial technology.

Requirements

• Bachelor’s degree in Business, Finance, Computer Science, or a related field preferred.
• 2+ years of experience in client support, customer success, or technical support—preferably in a FinTech, SaaS, or financial services environment.