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About the role
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.
What they're looking for
- Bachelor’s degree in finance, economics, business, communications, data analytics, investment management, or a related field
- 0–3 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
- Strong interest in finance and investment management
- Excellent written and verbal communication skills, with the ability to communicate clearly and professionally with clients, advisors, and internal stakeholders
- Strong problem-solving ability, attention to detail, and comfort working through client questions or issues
- Proficiency with Microsoft Office or a comparable office suite, along with comfort learning professional software platforms, internal tools, and client support systems
More about this role
About Syntax Data
Syntax Data is a financial data and technology company supporting direct indexing solutions, custom index development, and financial data products. Through Syntax Direct, our platform enables wealth managers and advisors to create highly customized, tax-aware, transparent index strategies at scale. Syntax also works with asset managers, ETF issuers, wealth platforms, and other financial institutions to support index-based products, custom index solutions, and broader investment use cases.
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...
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