Client Services Specialist - Fintech Customer Support and Success - Remote

Join the Team Revolutionizing Cash Management and Financial Technology Are you a motivated and empathetic professional with a passion for delivering exceptional customer experiences in the fintech industry? Do you have a knack for problem-solving and a keen interest in finance? Look no further! Six Trees Capital LLC, the innovative company behind MaxMyInterest.com, is seeking a highly skilled Client Services Specialist to join our dynamic team. As a fully remote role, this position offers the flexibility to work from anywhere in the continental United States while being part of a cutting-edge financial technology company. About Us Six Trees Capital LLC is a financial technology company that operates MaxMyInterest.com, an intelligent cash management solution designed to help individual investors earn significantly higher yields on their cash. Our patented technology empowers clients to reallocate funds among their checking and high-yield savings accounts each month, maximizing their earnings while keeping their funds safe in FDIC-insured bank accounts. With Max, individuals, financial advisors, and wealth management firms can access a sophisticated tool to optimize their cash management strategies. Our Mission and Values At Six Trees Capital LLC, we're dedicated to providing innovative financial solutions that make a meaningful impact on our clients' lives. Our core values include: Client-centricity: We prioritize our clients' needs and strive to deliver exceptional service and support. Innovation: We continuously seek new and better ways to solve complex financial challenges. Collaboration: We foster a culture of teamwork and open communication to drive success. Integrity: We operate with transparency and honesty, always putting our clients' interests first. Job Summary We're looking for a talented Client Services Specialist to join our team and play a critical role in delivering outstanding service to our clients and financial advisors. As a Client Services Specialist, you will be the primary point of contact for client inquiries, providing timely and effective support to ensure their success with our platform. This strategic role focuses on customer success and offers growth opportunities in both customer service and operations as we continue to scale our business. Key Responsibilities: Respond to client inquiries via phone, email, and chat, providing high-quality support and resolving issues in a timely and professional manner. Proactively communicate with clients and financial advisors to address their needs, provide product updates, and gather feedback. Collaborate with internal teams, including operations, product, and sales, to ensure a cohesive client experience and drive continuous improvement. Document client interactions, track issues, and analyze data to identify trends and opportunities for process enhancements. Contribute to the development of training materials, product documentation, and support resources to enhance the client experience. Participate in ongoing training and professional development to stay up-to-date on industry trends, product features, and best practices in client services. Requirements and Qualifications Essential Qualifications: At least 2 years of experience in customer service or client support, preferably in the fintech, financial, insurance, or wealth management sectors. Strong knowledge of financial concepts, products, and regulations, or a willingness to learn. Experience with support desk platforms like FreshDesk or ZenDesk, or similar tools. Excellent communication, interpersonal, and problem-solving skills, with the ability to empathize with clients and provide personalized support. A strong desire to learn, contribute to the team, and help people achieve their financial goals. Preferred Qualifications: Bachelor's degree in a related field, such as business, finance, or communications. Experience working in a remote or distributed team environment. Familiarity with financial technology platforms, cash management solutions, or similar products. Certifications or training in customer service, sales, or financial analysis. Skills and Competencies To succeed in this role, you'll need: Excellent communication and interpersonal skills, with the ability to build rapport with clients and internal stakeholders. Strong problem-solving and analytical skills, with the ability to resolve complex issues and provide creative solutions. Empathy and emotional intelligence, with the ability to understand and address client concerns. Adaptability and flexibility, with the ability to work in a fast-paced, dynamic environment. Technical skills, including proficiency in Microsoft Office, Google Suite, or similar productivity tools. Career Growth Opportunities and Learning Benefits As a Client Services Specialist at Six Trees Capital LLC, you'll have opportunities to grow and develop your skills in a dynamic and supportive environment. Our company offers: Ongoing training and professional development to help you stay up-to-date on industry trends and best practices. Career advancement opportunities within the company, including potential promotions to leadership roles or specialized positions. Collaborative and inclusive work environment that encourages feedback, innovation, and teamwork. Work Environment and Company Culture At Six Trees Capital LLC, we pride ourselves on our: Remote-first work environment, which offers flexibility and work-life balance. Inclusive and diverse company culture, which values different perspectives and promotes equality. Commitment to employee well-being, including comprehensive benefits and support for mental health. Compensation, Perks, and Benefits We offer a competitive compensation package, including: Base salary ranging from $50,000 to $65,000, depending on experience and qualifications. Comprehensive benefits package, including medical, dental, vision, and 401(k) benefits. Opportunities for bonuses and professional development to support your career growth. How to Apply If you're a motivated and customer-focused professional looking to join a dynamic team in the fintech industry, we encourage you to apply for this exciting opportunity. Please submit your application, including your resume and a cover letter, to [insert contact information]. We can't wait to hear from you and explore how you can contribute to our mission! Apply for this job