DriveWealth's award-winning APIs power modern investing for 150+ fintechs, brokers, and advisors worldwide, making it easy to launch new products fast. Backed by Accel, Insight and SoftBank VF.
About the role
The Client Services Specialist is a critical role responsible for ensuring the operational excellence and seamless experience of DriveWealth's global B2B clients. This role oversees the daily operational support functions, acting as the primary escalation point for complex inquiries related to the API-based investing platform. Success in this role means not only resolving client issues quickly and accurately but also strengthening operational processes and ensuring regulatory adherence.
What they're looking for
- Minimum 3+ years of experience in Financial Services and/or Fintech, with specific experience in self-clearing, omnibus clearing, or correspondent clearing relationships
- Active Series 7 required and the ability to obtain Series 24
- A track record of ownership and disciplined execution in high-stakes environments
- The ability to prioritize ruthlessly, focussing on what’s critical versus important to drive work to completion
- A client-oriented mindset with an understanding of how your work impacts clients
- Strength in cross-functional partnership with the judgment to coordinate across multiple teams
More about this role
About Us
DriveWealth is on a mission to make investing easier. We believe that everyone should have the ability to control their financial future, and that access to financial markets should not be limited by geography, wealth, or legacy systems. We are a global B2B financial technology organization dedicated to democratizing access to financial independence around the world. Our mission is realized through an API-based platform, empowering our partners to offer seamless investing and trading experiences to clients worldwide, all from their mobile devices. Our technology provides partners with a modern, extensible toolkit, enabling traditional investment workflows and innovative techniques like fractional share ownership. DriveWealth has evolved into a global platform offering trading of US equities, mutual funds, ETFs, fixed income, and options.
There’s never been a better time to build a category-defining business and there has rarely been a team better positioned for this opportunity. Our culture blends the pace and agility of a fintech start-up with the impact, stability, and discipline of Wall Street. We encourage creativity and experimentation while ensuring...
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