Dallas Remote (City) Employment $61,000 - $80,000

Flourish is hiring a Client Support Representative

About the Role

The Client Support Representative will serve as the primary contact for users needing assistance, delivering clear and effective solutions while contributing to product and process improvements based on client feedback.

Responsibilities

  • Respond promptly to client inquiries via email, chat, and phone
  • Diagnose and resolve customer issues efficiently and professionally
  • Guide users through product features and troubleshooting steps
  • Maintain accurate records of support interactions and outcomes
  • Escalate technical problems to appropriate internal teams
  • Follow up with clients to confirm resolution and satisfaction
  • Identify recurring issues and suggest product improvements
  • Adhere to service level agreements for response and resolution times
  • Provide feedback to product teams based on client input
  • Stay updated on product changes and new features
  • Assist in creating and updating support documentation
  • Maintain a professional and empathetic tone in all communications
  • Manage high volumes of support requests during peak periods
  • Collaborate with team members to share best practices
  • Ensure data privacy and confidentiality in all interactions

Nice to Have

  • Experience in a fintech or financial services environment
  • Background supporting B2B software clients
  • Knowledge of data privacy regulations such as GDPR
  • Previous work in a remote-first company
  • Certification in customer support or service delivery

Compensation

Competitive hourly rate with benefits

Work Arrangement

Remote position with flexible scheduling options

Team

Collaborative team environment focused on customer satisfaction and continuous improvement

Our Values

  • We prioritize integrity, transparency, and respect in every client interaction
  • Continuous learning and personal growth are encouraged and supported
  • Diversity of thought and background strengthens our team and service
  • We value accountability and ownership at all levels
  • Sustainable work practices are integrated into daily operations

Growth Opportunities

  • Performance-based advancement into senior support or team lead roles
  • Access to training programs and professional development resources
  • Opportunities to transition into product, operations, or success roles
  • Regular feedback and career planning sessions
  • Internal mobility across departments based on interest and fit

Not available

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About company
Flourish

Flourish was built from the ground up for financial advisors. Our mission is to provide advisors with access to valuable financial products across banking, wealth management, and insurance, helping RIAs grow their business and secure their clients' financial futures.

Flourish is centered around a beautiful, modern experience. From fully digital onboarding that can be completed in minutes to seamless integrations into key reporting and planning tools, we aim to provide a simple, "just works" experience.

We know that advisors pride themselves on delivering a white-glove experience to their clients, and so we've built our Client Support team to meet the unique needs of financial advisors and their clients. Our licensed, East Coast-based support team is available via phone and email to assist your clients with everything from answering quick questions to guiding them throughout the entire sign-up process, so that you can continue to focus on what matters.

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Job Details
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Posted 2 hours ago