Customer Service Specialist

GeoWealth is a Chicago-based fintech firm that offers an award-winning digital advisory platform, including Turnkey Asset Management Platform (“TAMP”) capabilities. We deliver a comprehensive and fully integrated wealth management technology platform to professionals in the financial services industry. Located in Chicago or Oak Brook, IL, the Senior Enterprise Services Associate will develop an in-depth knowledge of our technology platform and daily operations to best serve our clients. You will be responsible for ensuring a positive experience for all new and existing Enterprise-sized clients. The successful candidate will be a self-starter with a positive attitude and ability to be a team player. Responsibilities The Senior Enterprise Service Associate will support large client relationships, serving as the primary contact for support, training, and adoption of our fintech platform. Educate clients on GeoWealth’s platform capabilities and help increase platform usage and promote user efficiencies. Provide support to clients as the first line of contact for calls, email communications, and web-based platform walkthroughs and trainings. Troubleshoot client issues to resolve and/or coordinate and escalate appropriately within internal teams including Relationship Management/Operations/Product. Build and maintain platform configuration settings including user permissioning, custom service request and workflows. Act as a Subject Matter Expert both internally and externally on platform functionality. Build and strengthen relationships with external business partners. Skills, Knowledge and Experience Minimum of 5 years of experience in a client-facing and/or client support role in financial services. Experience at a SaaS, fintech or wealthtech firm is a plus. Experience working with Financial Advisors at a Registered Investment Advisory Firm (RIA) REQUIRED. Experience working with a Turnkey Asset Management Platform (TAMP) and/or financial custodians preferred. Strong organizational and interpersonal communication skills with the ability to communicate professionally across email, phone, and in-person. Extremely detail oriented, resourceful, and able to multi-task effectively while operating on tight deadlines. Proven client service skills with a proactive approach, and ability to take ownership of issues as they arise. Creative problem solving and decision making with a focus on clients. General knowledge of financial back-office operations and processing. Comprehensive understanding of custodians (Charles Schwab, Fidelity, Pershing) encompassing a deep knowledge of their services, platforms, and the management of investment accounts. Team player who is willing to build relationships and work both individually and in a collaborative approach. Experience with Microsoft Office Suite and Outlook. Strong Excel skills a plus. Enjoys learning about and working with technology and can handle a fast-paced environment. Preferred bachelor’s degree, ideally in Finance, Business, or Accounting. Company Culture & Perks – Highlights Casual work environment with fun, hard-working, and open-minded coworkers Competitive salary with opportunity for performance-based annual bonus Opportunities to up-skill, explore new responsibilities, and network across departments Defined and undefined career pathways allowing you to grow your own way Flexible PTO and work schedule to ensure our team balances work and life Hybrid work schedule, with three days in the office and two days working from home Maternity and paternity leave Taking Care of Your Future Medical, Dental, and Vision, Disability insurance Free access to Spring Health, a comprehensive mental health solution 401(k) with company match and a broad selection of investments Voluntary insurance: short-term disability, long-term disability, and life insurance FSA and transit benefits for employees that contribute pre-tax dollars Other Fun Stuff Free on-site gym, nearby parking and commuter benefits Weekly catered lunches in the office, plus happy hours Stocked kitchen with snacks and drinks GeoWealth was recognized as “Best Place to Work” by Purpose Job’s 2025, 2024 and 2022 GeoWealth was recognized as “Best Place to Work” by Built In in 2026, 2025, 2024, 2023 and 2022 GeoWealth Recognized in America’s Best TAMPs 2026, 2025, 2024, 2023, 2022, 2021, and 2020 Salary Range Starting at $100,000-$120,000 + Benefits This is an estimated range based on the circumstances at the time of posting, however, may change based on a combination of factors, including but not limited to skills, experience, education, market factors, geographical location, budget, and demand. #J-18808-Ljbffr