Client Support Representative

Flourish(1 year ago)

RemoteFull TimeMedior$61,000 - $80,000Client Support

About this role

A Client Support Representative at Flourish delivers high-touch support to financial advisors (RIAs) and acts as a key voice between clients and the product team. The role is part of a fast-growing fintech backed by MassMutual and contributes to scaling the client support organization, improving processes, and shaping the product through client feedback. The position is remote and based in Dallas, with responsibility for helping ensure excellent client outcomes and service quality.

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Required Skills

Client Support
Phone Support
Email Support
Chat Support
Technical Support
Stakeholder Management
Client Outreach
Account Onboarding
Documentation
Scheduling

+6 more

Qualifications

Bachelor's Degree
FINRA Series 7
Fingerprint Background Check

About Flourish

flourish.com

Flourish builds a client experience and financial planning platform that helps financial advisors improve client outcomes by enabling holistic advice beyond investment portfolios. Their tools let advisors aggregate client financial data, manage cash flow, budgets, goals and planning workflows, and deliver an interactive client-facing portal—integrating with Plaid and major advisor systems and custodians. By combining data aggregation, integrations, and scalable advisor workflows, Flourish helps firms deepen client relationships and expand services beyond traditional wealth management.