Client Solutions Representative

Respond to client, advisor, and platform user inquiries in a timely, professional, and helpful manner.

Support onboarding for new users by helping them understand Syntax Direct functionality, workflows, and available resources.

Answer common product, platform, and support questions using approved training materials, FAQs, scripts, and internal guidance.

Triage more complex questions and escalate them to the appropriate internal teams, including Sales, Index Development, Engineering, or other stakeholders.

Maintain accurate records of client interactions, questions, follow-up items, and resolutions in the appropriate CRM, support, or internal tracking tools.

Help document recurring client questions, support themes, product feedback, and opportunities to improve FAQs, support guides, onboarding materials, and internal reference resources.

Participate in basic QA testing, platform review, and user-experience testing to help identify issues, confirm updates, and provide feedback from the customer perspective.

Work cross-functionally with internal teams to help ensure client questions are answered clearly, accurately, and consistently as Syntax Direct and related client initiatives continue to scale.

Bachelor’s degree in finance, economics, business, communications, data analytics, investment management, or a related field.

0–3 years of experience in customer support, client service, financial services, fintech, wealth management, investment management, client success, operations, sales support, QA/testing, or a related role.

Strong interest in finance and investment management.

Excellent written and verbal communication skills, with the ability to communicate clearly and professionally with clients, advisors, and internal stakeholders.

Strong problem-solving ability, attention to detail, and comfort working through client questions or issues.

Proficiency with Microsoft Office or a comparable office suite, along with comfort learning professional software platforms, internal tools, and client support systems.

Strong organizational skills and ability to manage follow-up across multiple questions, users, and internal teams.

Ability to work independently and collaboratively in a fast-paced, evolving environment.

Empathy, patience, professionalism, and willingness to learn Syntax’s products, platform workflows, methodology basics, and client support processes.

Exposure to RIAs, financial advisors, asset managers, ETF issuers, wealth platforms, investment products, or financial data products.

Experience supporting customer onboarding, client service, help desk support, product support, customer success, QA testing, or technical account support.

Familiarity with CRM, support, ticketing, project management, or documentation tools such as HubSpot, Salesforce, Zendesk, Jira, or similar platforms, with HubSpot experience preferred.

Experience documenting customer questions, support trends, resolutions, or product feedback.

Interest in direct indexing, index methodology, portfolio construction, financial technology, wealth management, or helping build scalable client support processes as a business grows.