Client Support Specialist

Qureos
Qureos

Customer Service

USD 22-40 / hour

Posted on Jul 22, 2026

Job Overview

Fiducient Advisors, a leading consulting firm managing over $225 billion in assets, is seeking a dedicated and professional Client Support Specialist to join our team. This is a FULL_TIME position based in Austin, Texas, United States. The successful candidate will be a crucial part of our mission-driven environment, providing exceptional service and support to our valued clients. You will be joining a collaborative team focused on teamwork, professional growth, and delivering high-impact fiduciary work. This role offers a unique opportunity to help shape the financial futures of our clients while developing your own career through dedicated mentoring and development programmes.

Responsibilities

As a Client Support Specialist, you will be the first point of contact for many of our clients, ensuring their needs are met with professionalism and efficiency. Key responsibilities will include:

  • Serving as the primary point of contact for client enquiries via phone, email, and other communication channels.
  • Providing timely and accurate information to clients regarding their accounts, our services, and general queries.
  • Resolving client issues promptly and escalating complex cases to the appropriate internal teams when necessary.
  • Maintaining and updating client records with precision in our company's CRM system.
  • Assisting financial advisors with the preparation of documents, reports, and presentations for client meetings.
  • Supporting the client onboarding process to ensure a seamless and positive experience for new clients.
  • Collaborating with internal departments to ensure a cohesive and high-quality client service delivery.

Qualifications

We are looking for a candidate with a passion for client service and a keen eye for detail. The ideal qualifications include:

  • Proven experience in a client support, customer service, or administrative role, preferably within the financial services or consulting industry.
  • Exceptional verbal and written communication skills, with a professional and personable demeanour.
  • Strong organisational and time-management abilities, with the capacity to prioritise tasks effectively in a fast-paced environment.
  • Proficiency in the Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
  • A high degree of accuracy and attention to detail in all aspects of work.
  • A proactive and problem-solving mindset with the ability to work both independently and as part of a team.
  • A bachelor's degree in business, finance, or a related field is preferred but not essential.


What We Offer

  • A competitive salary range of $22 - $40 USD per hour, commensurate with experience and qualifications.
  • A collaborative and mission-driven work environment where your contributions are valued.
  • Significant opportunities for professional growth and career development.
  • Access to dedicated mentoring programmes to support your career progression.
  • The chance to make a meaningful impact on the financial well-being of our clients.

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