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Client Solutions Representative Jobs (NOW HIRING)

Syntax

Client Solutions Representative

New York, NY · On-site

$17.50 - $23.75/hr

As a Client Solutions Representative, you will help advisors, clients, and platform users get the most out of Syntax Direct by answering questions, supporting onboarding, helping users understand ...

Syntax

Client Solutions Representative

New York, NY · On-site

$17.50 - $23.75/hr

As a Client Solutions Representative, you will help advisors, clients, and platform users get the most out of Syntax Direct by answering questions, supporting onboarding, helping users understand ...

CMA CGM

Client Solutions Representative, PPS

Norfolk, VA · On-site

$16 - $20.50/hr

Position Summary The Client Solutions Representative at CMA CGM acts as the frontline advocate for our clients, ensuring their logistics needs are met with efficiency and professionalism. The ...

Syntax

Client Solutions Manager

New York, NY · On-site

Train, coach, and support Client Solutions Representatives as they respond to advisor, client, and platform user inquiries. * Develop, maintain, and improve support scripts, FAQs, onboarding guides ...

CMA CGM

Client Solutions Representative, Premium

Norfolk, VA · On-site

$15.50 - $21/hr

Position Summary The Client Solutions Representative at CMA CGM acts as the frontline advocate for our clients, ensuring their logistics needs are met with efficiency and professionalism. The ...

JE Dunn

$80 - $120/hr

Serves as a company representative on civic, business, charitable and professional organizations. Key Role Responsibilities - Additional Core CLIENT SOLUTIONS MANAGER In addition, this position will ...

JE Dunn

Client Solutions Manager

Tulsa, OK · On-site

$80 - $120/hr

Serves as a company representative on civic, business, charitable and professional organizations. Key Role Responsibilities - Additional Core CLIENT SOLUTIONS MANAGER In addition, this position will ...

RealPage

Solutions Rep IV

Richardson, TX · On-site

$98K - $167K/yr

Solution Representative IV The Solution Representative IV is responsible for adding new customers as well as maintaining existing client account relationships. The Solution Representative will have ...

Horizon Sales & Solutions

Be Seen First

Sales Solutions Representative

Milton, FL · On-site

$50K - $65K/yr

... Solutions Representative to join our team. In this full-time, direct hire position, you will be ... Company Description Our client acquisition team provides a powerful approach to managing client ...

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How much do client solutions representative jobs pay per hour?

As of Aug 27, 2026, the average hourly pay for client solutions representative in the United States is $18.38, according to ZipRecruiter salary data. Most workers in this role earn between $15.87 and $20.43 per hour, depending on experience, location, and employer.

What is the difference between Client Solutions Representative vs Customer Service Representative?

AspectClient Solutions RepresentativeCustomer Service Representative
Required CredentialsTypically requires a bachelor's degree, industry-specific certificationsHigh school diploma or equivalent, on-the-job training
Work EnvironmentCorporate offices, client-facing roles, sales-focusedCall centers, retail, support centers
Employer & Industry UsageUsed in tech, finance, consulting firmsCommon across retail, telecom, hospitality
Comparison Search IntentUnderstanding sales and client management rolesCustomer support and issue resolution

The main difference is that a Client Solutions Representative focuses on building client relationships, providing tailored solutions, and often involves sales activities. In contrast, a Customer Service Representative primarily handles customer inquiries, resolves issues, and provides support. Both roles require strong communication skills, but the Client Solutions role typically demands more industry-specific knowledge and a proactive sales approach.

Is remote client solutions representative a stressful job?

A remote client solutions representative role can be stressful due to high customer interaction, meeting performance metrics, and managing multiple client needs. However, stress levels vary depending on workload, company support, and individual skills in communication and problem-solving.

What do client solutions representatives do?

Client solutions representatives serve as the primary point of contact between a company and its clients, helping to understand client needs and providing tailored solutions. They often handle customer inquiries, troubleshoot issues, and promote products or services, using communication skills and CRM tools to ensure client satisfaction and retention.

What does a client solutions representative do?

A client solutions representative is responsible for managing client relationships, understanding their needs, and providing tailored solutions to meet those needs. They often communicate via phone, email, or in person, and may use CRM tools to track interactions and sales opportunities.
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Client Solutions Representative jobs near you
Infographic showing various Client Solutions Representative job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $38,227 per year, or $18.4 per hour.

Client Solutions Representative

New York, NY • On-site

Syntax
See more jobs at Syntaxexternal

$17.50 - $23.75/hr

Full-time

Posted 10 days ago

Job description

About Syntax Data
Syntax Data is a financial data and technology company supporting direct indexing solutions, custom index development, and financial data products. Through Syntax Direct, our platform enables wealth managers and advisors to create highly customized, tax-aware, transparent index strategies at scale. Syntax also works with asset managers, ETF issuers, wealth platforms, and other financial institutions to support index-based products, custom index solutions, and broader investment use cases.
About the Role
Syntax Data is building its client support function as its cutting-edge Syntax Direct continues to gain market adoption. This is a ground-floor opportunity to join the early team supporting a financial technology platform that sits at the intersection of direct indexing, wealth management, financial data, and client experience. As a Client Solutions Representative, you will help advisors, clients, and platform users get the most out of Syntax Direct by answering questions, supporting onboarding, helping users understand platform functionality, documenting recurring issues, and ensuring inquiries are routed to the right internal teams. You will be part of the team helping Syntax build the playbook for how we support clients at scale. This role is ideal for someone early in their career who is excited by finance, technology, client service, and problem-solving. You do not need to come in as an expert in direct indexing or index methodology. What matters most is curiosity, strong communication skills, attention to detail, comfort learning new technology, and the ability to help clients feel supported while working through questions.
As Syntax grows, this team will play an important role in shaping the client experience. The first group of Client Solutions Representatives will help build the foundation for future support processes, FAQs, documentation, training materials, platform feedback loops, and escalation workflows.
Responsibilities will include:
  • Respond to client, advisor, and platform user inquiries in a timely, professional, and helpful manner.
  • Support onboarding for new users by helping them understand Syntax Direct functionality, workflows, and available resources.
  • Answer common product, platform, and support questions using approved training materials, FAQs, scripts, and internal guidance.
  • Triage more complex questions and escalate them to the appropriate internal teams, including Sales, Index Development, Engineering, or other stakeholders.
  • Maintain accurate records of client interactions, questions, follow-up items, and resolutions in the appropriate CRM, support, or internal tracking tools.
  • Help document recurring client questions, support themes, product feedback, and opportunities to improve FAQs, support guides, onboarding materials, and internal reference resources.
  • Participate in basic QA testing, platform review, and user-experience testing to help identify issues, confirm updates, and provide feedback from the customer perspective.
  • Work cross-functionally with internal teams to help ensure client questions are answered clearly, accurately, and consistently as Syntax Direct and related client initiatives continue to scale.

The ideal candidate will have:
  • Bachelor's degree in finance, economics, business, communications, data analytics, investment management, or a related field.
  • 0-3 years of experience in customer support, client service, financial services, fintech, wealth management, investment management, client success, operations, sales support, QA/testing, or a related role.
  • Strong interest in finance and investment management.
  • Excellent written and verbal communication skills, with the ability to communicate clearly and professionally with clients, advisors, and internal stakeholders.
  • Strong problem-solving ability, attention to detail, and comfort working through client questions or issues.
  • Proficiency with Microsoft Office or a comparable office suite, along with comfort learning professional software platforms, internal tools, and client support systems.
  • Strong organizational skills and ability to manage follow-up across multiple questions, users, and internal teams.
  • Ability to work independently and collaboratively in a fast-paced, evolving environment.
  • Empathy, patience, professionalism, and willingness to learn Syntax's products, platform workflows, methodology basics, and client support processes.

Preferred qualifications include:
  • Exposure to RIAs, financial advisors, asset managers, ETF issuers, wealth platforms, investment products, or financial data products.
  • Experience supporting customer onboarding, client service, help desk support, product support, customer success, QA testing, or technical account support.
  • Familiarity with CRM, support, ticketing, project management, or documentation tools such as HubSpot, Salesforce, Zendesk, Jira, or similar platforms, with HubSpot experience preferred.
  • Experience documenting customer questions, support trends, resolutions, or product feedback.
  • Interest in direct indexing, index methodology, portfolio construction, financial technology, wealth management, or helping build scalable client support processes as a business grows.

$65,000 - $80,000 a year
About Syntax
Syntax Data is a data and technology provider to the financial services industry. The company offers unique data sets for public and private companies that organize the global economy based on systems theory. Data is offered through database solutions, consulting services, indices, and technology platforms.
For more information, visit syntaxdata.com.

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