Job Title: Client Support Specialist Department: Customer Success / Client Services Location: Chicago, IL Job Type: Full-Time About the Role We are seeking a highly motivated and customer-oriented ...
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Job Title: Client Support Specialist Department: Customer Success / Client Services Location: Chicago, IL Job Type: Full-Time About the Role We are seeking a highly motivated and customer-oriented ...
Utilize the firm's CRM and reporting platform (Advyzon) to create reports, manage workflows, and track client meetings, activities and tasks * Perform occasional administrative duties as needed to ...
Utilize the firm's CRM and reporting platform (Advyzon) to create reports, manage workflows, and track client meetings, activities and tasks * Perform occasional administrative duties as needed to ...
Financial Advisor
Worcester, MA · Hybrid
Familiarity with Schwab, Advyzon, and RightCapital is a plus * Strong analytical skills * Exceptional listening, verbal, and written communication skills * Ability to manage multiple projects and ...
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Financial Advisor
Worcester, MA · Hybrid
Familiarity with Schwab, Advyzon, and RightCapital is a plus * Strong analytical skills * Exceptional listening, verbal, and written communication skills * Ability to manage multiple projects and ...
Client Services Operations Manager
New York, NY · On-site +1
$70K - $90K/yr
Portfolio management platforms such as Orion, Tamarac, Black Diamond, or Advyzon * Financial planning tools such as eMoney, MoneyGuidePro, or RightCapital * Custodial platforms such as Schwab ...
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Client Services Operations Manager
New York, NY · On-site +1
$70K - $90K/yr
Portfolio management platforms such as Orion, Tamarac, Black Diamond, or Advyzon * Financial planning tools such as eMoney, MoneyGuidePro, or RightCapital * Custodial platforms such as Schwab ...
Client Services Operations Manager
New York, NY · On-site +1
$70K - $90K/yr
Portfolio management platforms such as Orion, Tamarac, Black Diamond, or Advyzon * Financial planning tools such as eMoney, MoneyGuidePro, or RightCapital * Custodial platforms such as Schwab ...
Quick apply
Client Services Operations Manager
New York, NY · On-site +1
$70K - $90K/yr
Portfolio management platforms such as Orion, Tamarac, Black Diamond, or Advyzon * Financial planning tools such as eMoney, MoneyGuidePro, or RightCapital * Custodial platforms such as Schwab ...
Client Services Associate - Wealth Advisor
San Antonio, TX · On-site
$65K - $80K/yr
Experience with portfolio management or reporting platforms (Advyzon, Orion or similar), preferred * Knowledge of insurance products (life, disability, long-term care) and the quoting/underwriting ...
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Client Services Associate - Wealth Advisor
San Antonio, TX · On-site
$65K - $80K/yr
Experience with portfolio management or reporting platforms (Advyzon, Orion or similar), preferred * Knowledge of insurance products (life, disability, long-term care) and the quoting/underwriting ...
Financial Advisor
Brookfield, WI · On-site
Utilize the firm's CRM and reporting platform (Advyzon) to create reports, manage workflows, and track client meetings, activities and tasks * Perform occasional administrative duties as needed to ...
Financial Advisor
Brookfield, WI · On-site
Utilize the firm's CRM and reporting platform (Advyzon) to create reports, manage workflows, and track client meetings, activities and tasks * Perform occasional administrative duties as needed to ...
Previous experience with custodial/clearing and TAMP systems including Envestnet and Advyzon preferred. * Strong time management skills and an ability to multi-task in a dynamic and time-sensitive ...
Previous experience with custodial/clearing and TAMP systems including Envestnet and Advyzon preferred. * Strong time management skills and an ability to multi-task in a dynamic and time-sensitive ...
Lead Financial Advisor
$85K - $150K/yr
Comfort using modern financial technology and CRM platforms (Advyzon, eMoney, HubSpot, etc.). * Commitment to fiduciary principles and client-first values. Compensation & Benefits Base Salary: $85 ...
Lead Financial Advisor
$85K - $150K/yr
Comfort using modern financial technology and CRM platforms (Advyzon, eMoney, HubSpot, etc.). * Commitment to fiduciary principles and client-first values. Compensation & Benefits Base Salary: $85 ...
Lead Financial Advisor
Groveport, OH · On-site
Comfort using modern financial technology and CRM platforms (Advyzon, eMoney, HubSpot, etc.). * Commitment to fiduciary principles and client-first values. Compensation & Benefits Base Salary: $85 ...
Quick apply
Lead Financial Advisor
Groveport, OH · On-site
Comfort using modern financial technology and CRM platforms (Advyzon, eMoney, HubSpot, etc.). * Commitment to fiduciary principles and client-first values. Compensation & Benefits Base Salary: $85 ...
Previous experience with custodial/clearing and TAMP systems including Envestnet and Advyzon preferred. * Strong time management skills and an ability to multi-task in a dynamic and time-sensitive ...
Previous experience with custodial/clearing and TAMP systems including Envestnet and Advyzon preferred. * Strong time management skills and an ability to multi-task in a dynamic and time-sensitive ...
Financial Advisor
Bryan, TX · On-site
$115K/yr
Familiarity with Advyzon, Right Capital, Holistiplan, Schwab preferred, and/or other industry-specific platforms * Strong listening and relationship-management skills, emotional intelligence, and ...
Financial Advisor
Bryan, TX · On-site
$115K/yr
Familiarity with Advyzon, Right Capital, Holistiplan, Schwab preferred, and/or other industry-specific platforms * Strong listening and relationship-management skills, emotional intelligence, and ...
Previous experience with custodial/clearing and TAMP systems including Envestnet and Advyzon preferred. * Strong time management skills and an ability to multi-task in a dynamic and time-sensitive ...
Previous experience with custodial/clearing and TAMP systems including Envestnet and Advyzon preferred. * Strong time management skills and an ability to multi-task in a dynamic and time-sensitive ...
Previous experience with custodial/clearing and TAMP systems including Envestnet and Advyzon preferred. * Strong time management skills and an ability to multi-task in a dynamic and time-sensitive ...
Previous experience with custodial/clearing and TAMP systems including Envestnet and Advyzon preferred. * Strong time management skills and an ability to multi-task in a dynamic and time-sensitive ...
Lead Financial Advisor
Groveport, OH · On-site
$85K - $200K/yr
Comfort using modern financial technology and CRM platforms (Advyzon, eMoney, HubSpot, etc.). * Commitment to fiduciary principles and client-first values. Compensation & Benefits Base Salary: $85 ...
Lead Financial Advisor
Groveport, OH · On-site
$85K - $200K/yr
Comfort using modern financial technology and CRM platforms (Advyzon, eMoney, HubSpot, etc.). * Commitment to fiduciary principles and client-first values. Compensation & Benefits Base Salary: $85 ...
Advyzon information
What are some typical daily tasks for someone working in an Advyzon support or implementation role?
In an Advyzon support or implementation position, your daily tasks often include assisting financial advisors with software setup, troubleshooting technical issues, providing user training, and configuring client accounts. You'll frequently collaborate with other team members such as product specialists, developers, and customer success representatives to ensure a smooth onboarding process for new clients. Strong communication skills and attention to detail are essential, as you'll be balancing technical problem-solving with clear, client-focused support.
What are the key skills and qualifications needed to thrive as an Advyzon Implementation Specialist, and why are they important?
To thrive as an Advyzon Implementation Specialist, you need a solid understanding of financial software, data migration, and client onboarding processes, typically supported by experience in wealth management technology or financial services. Familiarity with Advyzon’s platform, CRM systems, and data integration tools is essential, often complemented by certifications in project management or financial operations. Strong problem-solving, communication, and client relationship skills set top performers apart in this role. These abilities ensure successful software adoption, seamless transitions for clients, and high satisfaction in a competitive fintech environment.
What is the difference between Advyzon vs Financial Advisor?
| Aspect | Advyzon | Financial Advisor |
|---|---|---|
| Credentials | Typically requires FINRA licenses, CFP, or CFA certifications | Requires CFP, CFA, or other financial planning licenses |
| Work Environment | Software platform used by advisors for portfolio management and client reporting | Client-facing role providing financial planning and investment advice |
| Employer & Industry Usage | Used by financial advisory firms for portfolio management | Employed by advisory firms, banks, or independent practices |
| Search & Comparison Intent | Yes | Yes |
Advyzon is a software platform that financial advisors use for portfolio management and client reporting, whereas a Financial Advisor is a professional who provides personalized financial planning and investment advice. While both roles are interconnected, Advyzon is a tool used within the financial advisory industry, and a Financial Advisor is the professional delivering services to clients.
What is Advyzon?
Advyzon is a comprehensive, cloud-based platform designed for financial advisors and wealth management firms. It integrates portfolio management, client relationship management (CRM), reporting, billing, and document management into a single solution. Advyzon helps financial professionals streamline operations, improve client service, and enhance business efficiency. The platform is known for its user-friendly interface, customization options, and robust support.
More about Advyzon jobs
What cities are hiring for Advyzon jobs? Cities with the most Advyzon job openings:
What states have the most Advyzon jobs? States with the most job openings for Advyzon jobs include:
What job categories do people searching Advyzon jobs look for? The top searched job categories for Advyzon jobs are:
Full-time
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Posted 7 hours ago
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Job description
Job Title: Client Support Specialist
Department: Customer Success / Client Services
Location: Chicago, IL
Job Type: Full-Time
About the Role
We are seeking a highly motivated and customer-oriented Client Support Specialist to join our fast-paced FinTech team. As the first point of contact for our clients, you will play a crucial role in ensuring a seamless user experience and delivering best-in-class support for our financial technology products and services. Your ability to solve problems efficiently, communicate clearly, and manage client relationships will directly impact customer satisfaction and product adoption.
Key Responsibilities
Qualifications
What We Offer
$55,000-$70,000, all in
Department: Customer Success / Client Services
Location: Chicago, IL
Job Type: Full-Time
We are seeking a highly motivated and customer-oriented Client Support Specialist to join our fast-paced FinTech team. As the first point of contact for our clients, you will play a crucial role in ensuring a seamless user experience and delivering best-in-class support for our financial technology products and services. Your ability to solve problems efficiently, communicate clearly, and manage client relationships will directly impact customer satisfaction and product adoption.
Key Responsibilities
- Serve as the primary contact for clients via ticketing, phone, and live chat, addressing inquiries, troubleshooting technical issues, and guiding users through platform features.
- Investigate and resolve product or service issues, escalating to success managers and technical teams when necessary.
- Develop deep knowledge of our FinTech platform, including API integrations, account management tools, billing and reporting features.
- Collaborate with product, development, and sales teams to relay client feedback and contribute to continuous product improvement.
- Maintain up-to-date records of client interactions using CRM and support ticketing systems.
- Collaborate on support documentation, user guides, and training resources that will assist in reducing outreach for support.
- Monitor service-level agreements (SLAs) and ensure timely resolution of support tickets.
Qualifications
- Bachelor's degree in business, Finance, Economics, Computer Science, or a related field preferred.
- Prior experience in client support, customer success, or technical support is a plus—preferably in a FinTech, SaaS, or financial services environment.
- Strong understanding of financial products and support systems.
- Excellent problem-solving skills and the ability to explain complex concepts in simple terms.
- Experience with CRM platforms (e.g., Salesforce, RedTail) and support tools (e.g., HubSpot, Jira).
- Familiarity with APIs, data security practices, and financial compliance is a plus.
- Empathetic communicator with a client-first mindset and a passion for financial technology.
What We Offer
- Competitive salary and performance bonuses
- Health, dental, and vision insurance
- Professional development and training programs
- Opportunity to grow in a rapidly scaling FinTech company
$55,000-$70,000, all in
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