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About the Role

Fiducient Advisors, a leading consulting firm managing over $225 billion in assets, is seeking a dedicated and professional Client Support Specialist. This role is crucial in our mission-driven environment, providing exceptional service and support to clients. You will join a collaborative team focused on teamwork, professional growth, and delivering high-impact fiduciary work, helping shape financial futures while developing your own career.

Responsibilities

Serve as the primary point of contact for client inquiries via phone, email, and other communication channels.
Provide timely and accurate information to clients regarding their accounts, services, and general queries.
Resolve client issues promptly and escalate complex cases to the appropriate internal teams.
Maintain and update client records with precision in the company's CRM system.
Assist financial advisors with the preparation of documents, reports, and presentations for client meetings.
Support the client onboarding process to ensure a seamless and positive experience for new clients.
Collaborate with internal departments to ensure cohesive and high-quality client service delivery.

Requirements

Proven experience in a client support, customer service, or administrative role, preferably within the financial services or consulting industry.
Exceptional verbal and written communication skills, with a professional and personable demeanor.
Strong organizational and time-management abilities, with the capacity to prioritize tasks effectively in a fast-paced environment.
Proficiency in the Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
A high degree of accuracy and attention to detail in all aspects of work.
A proactive and problem-solving mindset with the ability to work both independently and as part of a team.

Skills

Client Support
Customer Service
Administrative Support
Financial Services
Consulting
Verbal Communication
Written Communication
Organization
Time Management
Microsoft Office Suite
CRM Systems
Problem-Solving

Location

Austin, Texas, United States

Work Type

FULL_TIME
Onsite

Experience Level

Commensurate with experience

Education Level

Bachelor's degree in business, finance, or a related field is preferred

Salary/Compensations

$22 - $40 USD per hour

Benefits

Competitive salary
Collaborative and mission-driven work environment
Opportunities for professional growth and career development
Dedicated mentoring programmes

About the Company

Fiducient Advisors is a leading consulting firm managing over $225 billion in assets.
We operate in a mission-driven environment focused on teamwork, professional growth, and delivering high-impact fiduciary work.