Client Support Specialist

Job Overview Fiducient Advisors, a leading consulting firm managing over $225 billion in assets, is seeking a dedicated and professional Client Support Specialist to join our team. This is a FULL_TIME position based in Austin, Texas, United States . The successful candidate will be a crucial part of our mission‑driven environment, providing exceptional service and support to our valued clients. You will be joining a collaborative team focused on teamwork, professional growth, and delivering high‑impact fiduciary work. This role offers a unique opportunity to help shape the financial futures of our clients while developing your own career through dedicated mentoring and development programmes. Responsibilities As a Client Support Specialist, you will be the first point of contact for many of our clients, ensuring their needs are met with professionalism and efficiency. Key responsibilities will include: Serving as the primary point of contact for client enquiries via phone, email, and other communication channels. Providing timely and accurate information to clients regarding their accounts, our services, and general queries. Resolving client issues promptly and escalating complex cases to the appropriate internal teams when necessary. Maintaining and updating client records with precision in our company's CRM system. Assisting financial advisors with the preparation of documents, reports, and presentations for client meetings. Supporting the client onboarding process to ensure a seamless and positive experience for new clients. Collaborating with internal departments to ensure a cohesive and high‑quality client service delivery. Qualifications We are looking for a candidate with a passion for client service and a keen eye for detail. The ideal qualifications include: 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 demeanour. Strong organisational and time‑management abilities, with the capacity to prioritise tasks effectively in a fast‑paced environment. Proficiency in the Microsoft OfficeSuite (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. A bachelor's degree in business, finance, or a related field is preferred but not essential. What We Offer A competitive salary range of $22 - $40 USD per hour , commensurate with experience and qualifications. A collaborative and mission‑driven work environment where your contributions are valued. Significant opportunities for professional growth and career development. Access to dedicated mentoring programmes to support your career progression. The chance to make a meaningful impact on the financial well‑being of our clients. #J-18808-Ljbffr