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Client Solutions Representative

Syntax
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Hybrid (New York, NY)$65k - $80kFull-timePosted 2mo ago

About the role

Client Solutions Representative role at Syntax Data, a financial data and technology company, focusing on supporting and onboarding users of the Syntax Direct platform, shaping scalable client support processes, and acting as a liaison between clients and internal teams.

Responsibilities

  • Respond to client, advisor, and platform user inquiries in a timely, professional, and helpful manner.
  • Support onboarding for new users by helping them understand Syntax Direct functionality, workflows, and available resources.
  • Answer common product, platform, and support questions using approved training materials, FAQs, scripts, and internal guidance.
  • Triage more complex questions and escalate them to the appropriate internal teams, including Sales, Index Development, Engineering, or other stakeholders.
  • Maintain accurate records of client interactions, questions, follow-up items, and resolutions in the appropriate CRM, support, or internal tracking tools.
  • Help document recurring client questions, support themes, product feedback, and opportunities to improve FAQs, support guides, onboarding materials, and internal reference resources.
  • Participate in basic QA testing, platform review, and user-experience testing to help identify issues, confirm updates, and provide feedback from the customer perspective.
  • Work cross-functionally with internal teams to help ensure client questions are answered clearly, accurately, and consistently as Syntax Direct and related client initiatives continue to scale.

Qualifications

  • Bachelor’s degree in finance, economics, business, communications, data analytics, investment management, or a related field.
  • 0–3 years of experience in customer support, client service, financial services, fintech, wealth management, investment management, client success, operations, sales support, QA/testing, or a related role.
  • Strong interest in finance and investment management.
  • Excellent written and verbal communication skills.
  • Strong problem-solving ability, attention to detail, and comfort working through client questions or issues.
  • Proficiency with Microsoft Office or a comparable office suite, along with comfort learning professional software platforms, internal tools, and client support systems.
  • Strong organizational skills and ability to manage follow-up across multiple questions, users, and internal teams.
  • Ability to work independently and collaboratively in a fast-paced, evolving environment.
  • Empathy, patience, professionalism, and willingness to learn Syntax’s products, platform workflows, methodology basics, and client support processes.

Skills

Required:CommunicationProblem solvingMicrosoft Office
Nice to have:CRM / support tools
Last updated Aug 19, 2026. Interested? Apply on the company site.

About Syntax

We have the most comprehensive, transparent, and accessible financial data in the world. Quickly uncover insights designed to power portfolios that rise above the rest.

Company profileWebsite

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