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60 Medcost Client Solution Manager Jobs Hiring Near You

Syntax

Client Solutions Manager

New York, NY · On-site

$90K - $110K/yr

The Client Solutions Manager will help shape how Syntax supports advisors and platform users, how questions are triaged and answered, how recurring feedback is documented, and how new Client ...

SHI

Client Solutions Manager

Somerset, NJ · On-site

$50K/yr

Job Summary The Client Solutions Manager will serve as the primary customer contact for IT solutions, fostering strong relationships with clients, internal departments, and OEM sales teams. This role ...

Robert Half

Client Solutions Manager

Orlando, FL · On-site

JOB REQUISITION Client Solutions Manager LOCATION FL ORLANDO Job Summary As a Client Solutions Manager , your responsibilities will include: * Business development: Develop and grow your own client ...

SHI

Client Solutions Manager

Austin, TX

Job Summary The Client Solutions Manager will serve as the primary customer contact for IT solutions, fostering strong relationships with clients, internal departments, and OEM sales teams. This role ...

Robert Half

Client Solutions Manager

Cincinnati, OH · On-site

JOB REQUISITION Client Solutions Manager LOCATION OH CINCINNATI Job Summary As a Client Solutions Manager , your responsibilities will include: * Business development: Develop and grow your own ...

Robert Half

Client Solutions Manager

Tampa, FL · On-site

JOB REQUISITION Client Solutions Manager LOCATION FL TAMPA Job Summary As a Client Solutions Manager , your responsibilities will include: * Business development: Develop and grow your own client ...

JE Dunn

Senior Client Solutions Manager

Tulsa, OK · On-site

... client solution action plans for specific targets. In addition this position will develop and ... Manages and performs client solutions, marketing and public relations activities in support of ...

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Atlanta, GA · On-site

Agile Solution Manager Address: Atlanta, GA (Remote) 6 Months Contract Position Local Candidates ... Manage client project scope, goals, and deliverables in collaboration with stakeholders. * Manage ...

Jobtailor

Associate Solution Manager

Overland Park, KS · On-site

Translate client requests into solution designs and requirements * Collaborate with development ... Lead Agile ceremonies and manage requirements in JIRA * Support backlog prioritization and ...

New

Jobtailor

Senior Solution Manager

Yorba Linda, CA · On-site

Build and maintain business relationships with client and prospect executives and other resources * Create vertical-market-focused solutions from proof of concept to market solutions * Manage ...

Benefitfirst

Assistant Solution Manager

Columbia, SC · On-site

Our deep knowledge of industry enables us to deliver innovative solutions tailored to each client. Position Title: Assistant Solution Manager The Assistant Solution Manager plays a key support role ...

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Client Solutions Manager

New York, NY • On-site

Syntax
See more jobs at Syntaxexternal

$90K - $110K/yr

Full-time

Posted 28 days ago

Key responsibilities

  • Build and manage the Client Solutions support function, including support workflows for representatives.

  • Train, coach, and support Client Solutions Representatives in responding to client inquiries and developing support materials.

  • Create and improve support scripts, FAQs, onboarding guides, escalation workflows, and internal reference materials.

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 the client support function that will help power the next stage of growth for its cutting-edge Syntax Direct platform. As our advisor, partner, and client relationships expand, we are looking for a Client Solutions Manager to help build and manage the team, processes, scripts, training materials, and support workflows that will allow us to deliver a strong client experience at scale. This is a ground-floor leadership opportunity within a growing financial technology platform. The Client Solutions Manager will help shape how Syntax supports advisors and platform users, how questions are triaged and answered, how recurring feedback is documented, and how new Client Solutions Representatives are trained and managed. The ideal candidate is someone who enjoys building structure in a fast-moving environment. This person should be comfortable working directly with client-facing teams, product and engineering stakeholders, methodology experts, and junior support team members. They do not need to come in as an expert in Syntax Direct, direct indexing, or index methodology, but they should be able to learn quickly, communicate clearly, and turn complex information into practical support materials that a team can use every day.
This role will be critical in helping Syntax create a scalable client support model as Syntax Direct continues to grow.
Responsibilities will include:
  • Help build and manage the Client Solutions support function, including the day-to-day support workflow for Client Solutions Representatives.
  • 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, escalation workflows, internal reference materials, and client support documentation.
  • Partner with Sales, Index Development, Engineering, and other internal teams to ensure client questions are answered clearly, accurately, and consistently.
  • Create clear triage processes so Client Solutions Representatives know what they can answer directly, what requires escalation, and which internal team should own the next step.
  • Monitor recurring client questions, support themes, product feedback, and workflow issues to identify opportunities to improve the client experience.
  • Support onboarding and platform-readiness efforts for new advisors, clients, and platform users.
  • Participate in client support escalations and help resolve more complex product, platform, methodology, or workflow-related questions.
  • Coordinate with methodology, product, and technical stakeholders to translate internal expertise into practical training and support materials.
  • Support QA testing, platform review, and user-experience feedback efforts to help confirm updates, identify issues, and improve the customer experience.
  • Help define reporting, tracking, and quality-control processes across CRM, support, ticketing, and internal workflow tools.
  • Contribute to the longer-term scaling plan for the Client Solutions team as Syntax Direct and related client initiatives continue to grow.

The ideal candidate will have:
  • Bachelor's degree in finance, economics, business, communications, data analytics, investment management, or a related field.
  • 2-5 years of experience in client solutions, client success, customer support, financial services, fintech, wealth management, investment management, product support, technical account management, QA/customer support, or a related role.
  • Prior experience training, mentoring, coordinating, or managing junior team members.
  • Strong interest in finance, investment management, financial technology, and client experience.
  • Excellent written and verbal communication skills, with the ability to explain product, platform, and process-related information clearly.
  • Strong organizational skills and ability to manage workflows, follow-up items, documentation, and cross-functional coordination.
  • Ability to synthesize input from client-facing teams, product teams, methodology stakeholders, and technical teams into clear support materials.
  • Strong problem-solving ability, attention to detail, and comfort managing escalations or ambiguous client questions.
  • Proficiency with Microsoft Office or a comparable office suite, along with comfort learning professional software platforms, internal tools, CRM systems, and client support systems.
  • Ability to work independently and collaboratively in a fast-paced, evolving environment.
  • Empathy, patience, professionalism, and sound judgment when supporting clients, users, and internal team members.

Preferred qualifications include:
  • Experience building or improving customer support, client success, help desk, or client solutions processes.
  • Experience creating scripts, FAQs, training materials, onboarding guides, escalation workflows, or internal support documentation.
  • Familiarity with CRM, support, ticketing, project management, or documentation tools such as HubSpot, Salesforce, Zendesk, Jira, or similar platforms, with HubSpot experience preferred.
  • Exposure to RIAs, financial advisors, asset managers, ETF issuers, wealth platforms, investment products, or financial data products.
  • Familiarity with direct indexing, index methodology, portfolio construction, financial technology, or wealth management.

$90,000 - $110,000 a year
In addition to base compensation, this role is eligible for an annual incentive plan.
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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