Client Services Specialist
Core
Primary escalation point for complex inquiries regarding DriveWealth's global B2B API-based investing platform, ensuring operational excellence and regulatory adherence.
Role type
Senior Client Services Specialist (Fintech Operations)
Builds
Scalable support model for global B2B financial partners
Domain
Financial Technology / B2B API Platform
Deliverable
client delivery
Required skills
Financial services operations, API platform support, cross-functional collaboration, process improvement, regulatory compliance, documentation management, client enablement
Preferred skills
Series 24 license, weekend availability
Technologies
API platforms, back-office systems
Responsibilities
Serve as primary point of contact for escalated support inquiries; investigate and troubleshoot client-reported issues; triage cases and maintain documentation; identify patterns to recommend process improvements; support development of client-facing Help Center content; conduct meetings with Compliance and Legal to update supervisory procedures; create collaborative relationships with Engineering for automation.
Seniority
Senior, hands-on IC