Client Services Specialist, DriveWealth
$90-100k
Offers equity and bonus
More information about location
Cloud-based, API-driven brokerage infrastructure
Be an early applicant
Cloud-based, API-driven brokerage infrastructure
201-500 employees
Be an early applicant
$90-100k
Offers equity and bonus
More information about location
201-500 employees
Company mission
To make investing accessible to anyone, anywhere.
Role
Who you are
- Minimum 3+ years of experience in Financial Services and/or Fintech, with specific experience in self-clearing, omnibus clearing, or correspondent clearing relationships
- Series 24 or ability to obtain
- A track record of ownership and disciplined execution in high-stakes environments
- The ability to prioritize ruthlessly, focussing on what’s critical versus important to drive work to completion
- A client-oriented mindset with an understanding of how your work impacts clients
- Strength in cross-functional partnership with the judgment to coordinate across multiple teams
- A bias toward transparency, accountability, and responsiveness in everything you do
- You’re committed to continuous improvement and implicitly believe that we > I
- Impeccable high integrity, sound judgment, and a deep respect for risk, control, and operational excellence
- Bachelor’s Degree in a relevant subject (e.g., Finance, Business, Technology) or equivalent experience
What the job involves
- The Client Services Specialist is a critical role responsible for ensuring the operational excellence and seamless experience of DriveWealth's global B2B clients
- This role oversees the daily operational support functions, acting as the primary escalation point for complex inquiries related to the API-based investing platform
- Success in this role means not only resolving client issues quickly and accurately but also strengthening operational processes and ensuring regulatory adherence
- This role works cross-functionally particularly with Client Onboarding, Engineering, and Compliance, to implement a scalable and world-class support model
- They will own the documentation and refinement of support workflows, directly contributing to client satisfaction and the firm's overall stability
- Serve as the primary point of contact for escalated support inquiries from clients, ensuring timely, accurate, and service-oriented responses
- Investigate and troubleshoot client-reported issues by collaborating cross-functionally with Client Growth, Product, Engineering, and Operations
- Triage incoming cases, assess urgency, and escalate further when necessary, maintaining thorough and organized case documentation to track status, trends, and client feedback
- Build strong rapport with clients by providing consistent, high-quality support and proactive communication
- Identify patterns across inquiries to recommend process improvements, workflow updates, and product enhancements
- Support the development of client-facing Help Center content, FAQs, and internal documentation to reduce recurring escalations
- Contribute to ongoing client enablement by helping refine training materials, onboarding flows, and operational guides
- Work cross-functionally with Client Onboarding and Relationship Management teams to create a seamless support model for current and future clients
- Create a collaborative working relationship with the Engineering team to enhance the automation of back-office systems and workflows
- Conduct meetings with the Compliance and Legal Departments to review, maintain, and update the firm's written supervisory procedures related to operational support and applicable laws, rules, and regulations
- Participate in weekend support coverage (at least one weekend day ongoing)
Our take
Robo-advisory products and fractional share trading have expanded the investment industry's reach, attracting a broader audience than ever before. This shift has necessitated a redesign of the fintech industry's infrastructure to meet the growing demand for accessible, efficient investment options.
DriveWealth plays a pivotal role in this transformation by developing APIs that serve over 100 global fintechs, challenger banks, and digital wallets. Its infrastructure enables seamless robo-advisory services and fractional-share trading, giving retail investors access to US markets and offering innovative stock-reward programs. Among its partners are notable companies like Revolut, MoneyLion, and Hemista.
As the company continues to grow, it remains focused on scaling its business by enhancing its technology stack, pursuing strategic acquisitions, and expanding its team. It is well on its way to its ultimate goal of providing tools that empower companies to create investment products that are both accessible and convenient for everyone.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-9% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Aug 2021
$450m
SERIES D
Oct 2020
$56.7m
SERIES C
Total funding: $552.8m
Company benefits
- Health & wellness packages: We’ve built our benefits offering as a holistic package. We provide multiple health insurance carrier options and plans (medical, dental, vision) with access to HSA and/or FSA tax savings tools. We also provide income protection including life insurance, AD&D, short- and long-term disability, as well as extended coverage resources such as fertility benefits and mental wellness resources
- Vacation & time off: To build a successful organization, employees need time away to rest and recharge, so we provide paid time off including paid holidays and unlimited vacation time. We also strongly believe in work-life balance and, therefore, offer fully remote and hybrid work positions based on role requirements
- Professional developmnet: We believe one of the greatest contributions we can make is investing in our employees’ professional development. Therefore, we offer financial support toward continuing education courses, academic coursework, professional conferences, earning professional certifications, and membership fees to professional organizations
Company HQ
Financial District, New York, NY
Leadership
Naureen Hassan
(CEO)Previously President of the Americas at UBS, was on the Board of Governors at FINRA and Partnership For New York City and was the First Vice President of the Federal Reserve Bank of New York.
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