# Client Services Specialist at DriveWealth

- Company: DriveWealth
- What the company does: 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.
- Company website: https://drivewealth.com/
- Type: Startups
- Level: Mid level
- Location: Office - Chicago
- Work setup: On-site
- Pay: $90K to $100K base salary per year (USD)
- Posted: 2026-07-21
- Apply by: 2026-10-08
- Apply: https://boards.greenhouse.io/drivewealth/jobs/7766057003?gh_jid=7766057003
- Page: https://www.1752.vc/careers/jobs/drivewealth-client-services-specialist/

## 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

Tags: Brokerage & Client Services