Client Success Advocate

Fusion Analytics Software Deve•Woburn, MA

10d•Onsite

About The Position

Reporting to the Head of Digital Platform & Trading, the Digital Platform Specialist is responsible for three areas of focus: Digital Platform support, Project Operations and Client Servicing. FusionIQ’s Digital platform specialist is a hybrid role that provides support in improving functionality for technology applications that enable FusionIQ’s business activities; as well as drive technology innovations on our digital investing platform. Project Operations and Client Servicing will require strong attention to detail and willingness to help clients reach their goals on our platform. This position offers opportunities for growth in: Digital Platform Development, Financial Operations and Client Services roles. FusionIQ is an established technology company committed to providing a platform that has everything Broker Dealers, Banks, Credit Unions, Wealth Managers and RIAs need to create a revolutionary digital wealth investing experience for their end consumer. We take great pride in offering a digital investing platform that integrates directly into an existing offering; creating operational efficiencies, cost savings, compliance support and new revenue sources for businesses. This comprehensive offering reiterates our company’s values to deliver, support, and expand our best-in-class digital solution to help our partners grow their wealth management businesses. FusionIQ’s success and development is driven by some of the best and brightest individuals in the technology and financial services industry today. These individuals have led high-growth financial firms, world-class technology firms, as well as leading fund administration and custodian organizations for over 30 years. At FusionIQ, we believe digital investing platforms are the solution to compete in today’s fin-tech world and attract “next gen” clients, we work hard to provide our partners with an intelligent all-encompassing technology solution needed to help serve your clients more efficiently.

Requirements

Bachelor’s Degree.
Entry level role, 1-2 years with IT, client service or operations experience at any technologically driven company.
Demonstrates a high regard for customer success and finds reward for helping clients meet their goals
Detail-oriented and accountability driven with strong prioritization and project management skills; ability to handle multiple projects and tasks simultaneously while maintaining quality of work
Highly adaptive and responsive to changing needs and deadlines
Highly motivated self-driven mentality, problem-solver with strong follow through and sense of ownership.
Willing to learn digital platform and become subject matter expert in financial offering to clients

Nice To Haves

Financial services/IT background
Experience at an investment, financial planning, wealth management, banking or insurance firm
Technology skills: HMTL/JSON experience, API knowledge
Experience with Financial Trading applications
Experience with JIRA/JetBrains or similar project management tools

Responsibilities

Proactively identify and communicate areas for process and functionality improvements as an end user advocate
Customer Relationship Management
Development and Integration of Investor & Advisor platforms
Front end trading platform – Self Directed & Advisory
Back-office advisor portal
Software service support
Become subject-matter expert in training for the main application platforms
Able to troubleshoot issues in a timely manner
Provide detailed procedure documentation for best practices
Maintain training content and user guides for both new & existing customers
Coordinate the scope, timeline, and resources for the successful implementation of key projects.
Regularly reviews, audits & refines current operational processes and systems
Support Onboarding integrations with FIQ Technology team, Client and Partners
Lead QA team efforts in developing new functionality for platform and diagnosing support tickets.
Assist Head of Trading on our IQvestment advisory business activities and assisting new client integrations
Serve on the front line of FIQ acting as ambassador representing both our company and our partners
Service traits such as exceptional communication skills, empathy, and intuition to assist clients.
Build relationships with team members, and working relationships with partners
Ensure all integrations and processes are being followed
Serve as a partner liaison