Client Services Specialist

DriveWealth

. Serve as the primary point of contact for escalated client support inquiries .

Posted 11/12/2026full-timeChicago • Illinois • United StatesMid-LevelSenior💰 $90,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client support within Financial Services and Fintech, with a strong focus on relationship management, operational excellence, and compliance. Proven ability to troubleshoot issues, enhance processes, and collaborate across teams to deliver high-quality client experiences.

Highest-signal resume keywords

Client Support ExpertiseActive Series 7 LicenseExperience in Financial ServicesCross-Functional CollaborationProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

TroubleshootingCase DocumentationProcess ImprovementWorkflow UpdatesClient Relationship ManagementHelp Center Content DevelopmentOperational GuidesOnboarding FlowsAutomation of WorkflowsCompliance Procedures

Soft Skills

Client-Oriented MindsetStrong JudgmentTransparencyAccountabilityResponsiveness

Certifications & Qualifications

FINRA Series 7Ability to Obtain Series 24

Industry Keywords

Financial ServicesFintechSelf-ClearingOmnibus ClearingCorrespondent ClearingOperational ExcellenceRisk ManagementHigh-Stakes EnvironmentsClient OnboardingRegulatory Compliance

About the role

Key responsibilities & impact

Serve as the primary point of contact for escalated client support inquiries
Investigate and troubleshoot client-reported issues with Client Growth, Product, Engineering, and Operations
Triage incoming cases, assess urgency, escalate when necessary, and maintain organized case documentation
Build strong client relationships through consistent, high-quality support and proactive communication
Identify inquiry patterns and recommend process improvements, workflow updates, and product enhancements
Support development of client-facing Help Center content, FAQs, and internal documentation
Help refine training materials, onboarding flows, and operational guides
Partner with Client Onboarding and Relationship Management to create a seamless support model
Collaborate with Engineering to automate back-office systems and workflows
Meet with Compliance and Legal to review and update written supervisory procedures related to operational support and applicable regulations
Participate in ongoing weekend support coverage, including at least one weekend day

Requirements

What you’ll need

Minimum 3+ years of experience in Financial Services and/or Fintech
Specific experience in self-clearing, omnibus clearing, or correspondent clearing relationships
Active Series 7 required
Ability to obtain Series 24
Track record of ownership and disciplined execution in high-stakes environments
Ability to prioritize critical work and drive it to completion
Client-oriented mindset
Strength in cross-functional partnership and judgment to coordinate across multiple teams
Commitment to transparency, accountability, and responsiveness
High integrity and sound judgment
Respect for risk, control, and operational excellence
Bachelor’s Degree in a relevant subject (e.g., Finance, Business, Technology) or equivalent experience
Must be authorized to work for any employer in the United States
Must be currently authorized to work in the United States on a full-time basis without current or future visa sponsorship
Must be able and willing to be physically present in the Chicago office 4 days per week
Must currently hold an active FINRA Series 7 license in good standing

Benefits

Comp & perks

Competitive compensation
Equity
401(k) match
Medical insurance
Dental insurance
Vision insurance
Disability insurance
Paid Parental Leave
Wellness reimbursement
Company-provided phone
Personal development allowance
Paid Time Off (PTO)
Observed holidays
Bonus
Heavily subsidized benefits and perks
Hybrid work schedule