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Advyzon information

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.

What does an Advyzon implementation specialist do?

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 skills and qualifications are needed to thrive as an Advyzon implementation specialist?

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?

AspectAdvyzonFinancial Advisor
CredentialsTypically requires FINRA licenses, CFP, or CFA certificationsRequires CFP, CFA, or other financial planning licenses
Work EnvironmentSoftware platform used by advisors for portfolio management and client reportingClient-facing role providing financial planning and investment advice
Employer & Industry UsageUsed by financial advisory firms for portfolio managementEmployed by advisory firms, banks, or independent practices
Search & Comparison IntentYesYes

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.

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Advyzon jobs near you
Infographic showing various Advyzon job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 40% In-person, 20% Hybrid, and 40% Remote job distribution.

Data Service Group Specialist - North Hills, NC

Advyzon

Raleigh, NC • On-site

Full-time

Posted 27 days ago

Job description

We are seeking a highly motivated and customer-oriented Data Service Group 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.
Primary Responsibilities
  • Serve as the primary contact for clients via ticketing and phone, addressing inquiries specific to custodial data, performance calculations, new data feeds, data aggregation, account reconciliation, and account and security merges.
  • Learn back-end resources and tools the Data Team utilizes to efficiently solve data related issues.
  • Investigate and resolve product or service issues, escalating to technical teams when necessary.
  • Develop deep knowledge of our FinTech platform, including custodial feeds, performance calculations, data aggregation, account management tools, 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.
Skills/Qualifications
  • 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).
  • Empathetic communicator with a client-first mindset and a passion for financial technology.

Service Performance & Operational Excellence
  • Meet or exceed service KPIs including:
    • Tickets resolved per day/week
    • First Response Time (FRT)
    • Time to Resolution (TTR)
    • First Contact Resolution (FCR)
  • Maintain high quality standards in communication and accuracy.
  • Achieve and sustain strong CSAT scores on resolved interactions.
  • Ensure proper prioritization during high-volume or market-driven activity periods.
Success Metrics (KPIs)
  • Tickets resolved per period
  • SLA adherence (FRT & TTR)
  • Backlog management and ticket aging
Quality & Client Experience
  • CSAT scores
  • First Contact Resolution (FCR)
  • Reopen rate
  • QA audit scores
Operational Contribution
  • Knowledge base contributions
  • Identification of recurring issues and workflow improvements
  • Effective escalation and cross-functional coordination
Knowledge & Continuous Improvement
  • Contribute to internal knowledge base articles, troubleshooting guides, and macros related to Quantum.
  • Identify recurring issues or workflow friction and provide structured feedback to leadership.
  • Assist in refining playbooks and escalation paths for trading-related support.
  • Support training initiatives for peers or new hires as expertise develops.
Cross-Functional Collaboration
  • Partner with:
    • Consulting/Onboarding to smooth post-implementation transitions.
    • Product and Engineering to relay recurring issues, edge cases, and enhancement requests.
    • Offshore data teams
  • Participate in internal discussions to improve service processes and product usability.

Requirements
  • Bachelor’s degree in Business, Finance, Computer Science, or a related field preferred.
  • 2+ years of experience in client support, customer success, or technical support—preferably in a FinTech, SaaS, or financial services environment.
  • Experience with portfolio accounting systems, portfolio reconciliation and/ or account aggregation preferred.
Compensation based on experience:
Jr Level - $60k with a $10k bonus opportunity
Sr Level - $70k with a $15k bonus opportunity
This is a hybrid position at our North Hills/Raleigh location.

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