Client Support Specialist

Join the Team

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.

Position Overview

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.

Position 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

Qualifications

● 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
● Prior remote work experience is a plus

Our Ideal Teammate Is Someone Who:

● 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


The Hiring Process

We take our hiring process seriously and evaluate candidates based on both capability and culture fit. Our goal is to ensure you step into a role where you feel genuinely excited and fulfilled. That’s important for you, and it’s equally important for us. Below is a snapshot of what you can expect throughout our hiring process. Please note that steps may vary slightly depending on the position.

Step One: Video interview with our third party recruiter
Step Two: Video interview with your direct supervisor
Step Three: Cultural interview with the Marketing Team

Location: Remote
Salary: Full-time hourly non-exempt position: $26.00/hour.
Schedule: Full-Time, Monday through Friday, 8:00 AM to 4:00 PM EST