Client Support Specialist

Serv Recruitment Agency
Remote

About The Position

Serv, a global executive recruitment partner, is hiring on behalf of our client for a Client Support Specialist. Our client is a fast-growing proprietary trading firm operating in the financial education space. The organization is performance-driven, client-focused, and built around supporting traders with clarity, speed, and professionalism. The Client Support Specialist supports customers through live chat and email communication, guiding clients through trading questions, technical challenges, and account-related needs. This role is designed for someone who enjoys solving problems, communicating clearly, and delivering a high-quality client experience in a fast-paced remote environment.

Requirements

  • 1+ years of prior experience in live chat or ticketing systems required
  • Prior customer service experience required
  • Strong analytical skills and ability to research complex trading queries
  • Ability to communicate results clearly and effectively to clients
  • Ability to learn new processes and procedures quickly
  • Strong written communication skills
  • High attention to detail
  • Ability to multitask while managing time effectively
  • Ability to work in a fast-paced environment

Nice To Haves

  • Prior remote work experience is a plus
  • Has clear, professional written communication
  • Is detail-oriented and accurate in client-facing responses
  • Can manage multiple conversations and priorities at once
  • Is calm, friendly, and professional under pressure
  • Is proactive in researching issues and finding solutions
  • Learns quickly and retains new information well
  • Takes ownership of delivering a strong client experience

Responsibilities

  • Manage multiple live chats at a time consistently throughout the day
  • Troubleshoot client issues and research resolutions
  • Provide timely, detailed, and valuable responses to clients
  • Coordinate with cross-functional teams including Tech, Tax, and Risk to ensure client inquiries are addressed appropriately
  • Provide accurate information about products, services, policies, and account details
  • Maintain a professional, friendly tone even in high-pressure situations
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