Client Support Specialist - Financial Services, North Hills, NC
Advyzon
About this role
A Customer Support Specialist at a FinTech company serves as the first point of contact for clients, providing support through various channels, troubleshooting issues, and collaborating with teams to improve products and client experience. The role involves problem-solving, client communication, and using support and CRM tools to ensure customer satisfaction.
Skills
Qualifications
About Advyzon
advyzon.comAdvyzon is a cloud-based platform for financial advisors and registered investment advisors (RIAs) that aims to replace disparate tools with a single, scalable system. It consolidates portfolio reporting, client portals, CRM, and practice‑management workflows to simplify firm operations. By centralizing reporting, client communications, and back‑office tasks, Advyzon helps firms streamline their tech stack and scale more efficiently. Advisors use it to improve client experience and reduce the complexity of running their business.
About Advyzon
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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