Client Solutions Representative

Responsibilities will include

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

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

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

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

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

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

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

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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.

The ideal candidate will have

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

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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.

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Strong interest in finance and investment management.

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

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

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

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

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

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

Preferred qualifications include

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

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

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

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

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