Client Services Specialist (Remote Opportunity)

Join Our Team and Deliver Exceptional Client Experiences

We're seeking a highly skilled and empathetic Client Services Specialist to join our team at Six Trees Capital LLC, the company behind MaxMyInterest.com, a cutting-edge financial technology platform. As a Client Services Specialist, you will play a vital role in delivering outstanding service to our clients and financial advisors, ensuring their needs are met, and their voices are heard.

About Us

Six Trees Capital LLC is a pioneering financial technology company that operates MaxMyInterest.com, an innovative cash management solution designed to help individual investors earn higher yields on their cash. Our patented technology enables clients to reallocate funds among their checking and high-yield savings accounts, maximizing their earnings while maintaining the safety of their funds in FDIC-insured bank accounts.

Job Summary

We're looking for a talented and customer-focused professional to join our team as a Client Services Specialist. In this role, you will report directly to our Director of Operations and be responsible for managing support requests from clients and financial advisors, providing feedback to our broader team, and ensuring the voice of the customer is at the center of our products and solutions. Your work will be critical in delivering exceptional client experiences, building strong relationships, and driving business growth.

Responsibilities

• Manage support requests from clients and financial advisors, responding to inquiries in a timely and professional manner
• Provide feedback to our broader team, ensuring the voice of the customer is heard and incorporated into our products and solutions
• Establish strong relationships with clients and financial advisors, delivering exceptional service and support
• Collaborate with our advisor services team to provide high-quality support and ensure seamless client experiences
• Contribute to the development of new initiatives, including improving the customer experience and providing suggestions for continuous product improvement

Requirements

• 2+ years of customer service or customer success experience in the fintech, financial, insurance, or wealth management sectors
• Knowledge or experience with support desk platforms like FreshDesk or ZenDesk
• A strong desire to learn, contribute to the team, and help people achieve their financial goals
• Excellent communication, problem-solving, and interpersonal skills
• Ability to work in a remote environment and collaborate with a distributed team

What We Offer

• Competitive salary range: $50,000 - $65,000 (USD)
• Comprehensive benefits package, including medical, dental, vision, and 401(k) benefits
• Opportunities for professional growth and development in a rapidly expanding company
• Remote work arrangement, with occasional travel for training and team-related activities

How to Apply

If you're passionate about delivering exceptional client experiences and are looking for a new challenge, we encourage you to apply. Please click the "Apply Now" button to submit your application. We can't wait to hear from you!