Client Support Specialist

Qureos
Austin
Workplace: OnsiteFull timeUSD 22 - 40 hourlyFunction: Customer Support (Service Desk)Education: bachelorsSkills: ["Communication","Organisational skills","Time-management","Attention to detail","Problem-solving"]

Serve as the primary point of contact for clients, handling enquiries via phone, email, and other channels. Provide timely, accurate information about accounts and services, resolve issues, and escalate complex cases as needed. Maintain and update client records in the company CRM system and support client onboarding. Assist financial advisors by preparing documents, reports, and presentations for client meetings.

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FursaFursa
Qureos
Qureos
3 weeks ago

Client Support Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live
Reposted: similar role first listed 3 weeks ago

Job Summary

Serve as the primary point of contact for clients, handling enquiries via phone, email, and other channels. Provide timely, accurate information about accounts and services, resolve issues, and escalate complex cases as needed. Maintain and update client records in the company CRM system and support client onboarding. Assist financial advisors by preparing documents, reports, and presentations for client meetings.
Location: Austin
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Support (Service Desk)

Key Responsibilities

  • •Serve as the primary point of contact for client enquiries via phone, email, and other communication channels.
  • •Provide timely and accurate information to clients regarding accounts, services, and general queries.
  • •Resolve client issues promptly and escalate complex cases to the appropriate internal teams.
  • •Maintain and update client records with precision in the company CRM system.
  • •Assist financial advisors with preparing documents, reports, and presentations for client meetings, and support client onboarding.

Pay and Benefits

Salary: USD 22 - 40 hourly

Key Requirements

  • •Proven experience in a client support, customer service, or administrative role, preferably within financial services or consulting.
  • •Exceptional verbal and written communication skills with a professional, personable demeanour.
  • •Strong organisational and time-management skills, with the ability to prioritise in a fast-paced environment.
  • •Proficiency in the Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
  • •Accuracy and attention to detail, with a proactive problem-solving mindset and ability to work independently and in a team.
Experience:Financial servicesConsulting
Education:Bachelor's in business, finance, or related field
Skills:CommunicationOrganisational skillsTime-managementAttention to detailProblem-solving
Tech Stack:Microsoft Office SuiteWordExcelOutlookPowerPointCRM

Company Brief

Qureos
Provides an AI-powered hiring and recruitment platform that helps employers source, screen, and match candidates faster. The product is designed to streamline talent acquisition and reduce time spent on repetitive recruiting tasks.
Industry: HR Tech
Company Size: Medium (51 to 250 employees)
Growth: Growth Stage Startup
Headquarters: Dubai, United Arab Emirates
Founded: 2019
WebsiteLinkedIn