Client/Customer Support Rep

Client Solutions Representative
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. 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.
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.
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.
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.
Bachelor's degree in finance, economics, business, communications, data analytics, investment management, or a related field.

• 03 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.
• Excellent written and verbal communication skills, with the ability to communicate clearly and professionally with clients, advisors, and internal stakeholders.
• Proficiency with Microsoft Office or a comparable office suite, along with comfort learning professional software platforms, internal tools, and client support systems.
• Empathy, patience, professionalism, and willingness to learn Syntax's products, platform workflows, methodology basics, and client support processes.

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.
$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.