Client Support Specialist

About Us We are a regulated financial services organization focused on providing Medallion Signature Guarantee services with speed, accuracy, and exceptional client service. Our mission is to make the process simple, stress-free, and reliable, while our vision is to deliver a fully digital, frictionless experience that gives clients back their most valuable asset: time. We value integrity, curiosity, and a growth mindset—and we’re building a team of people who want to grow with us. The Role As a Client Support Specialist, you will manage end-to-end case execution under supervision. You will review documents, verify identities, communicate with clients, and escalate complex cases when necessary. This role is detail-oriented and requires judgment, organization, and systems thinking. This is a foundational role in our operations and offers a path to leadership as the organization grows.

Key Responsibilities

• Process Medallion Signature Guarantee requests following standard procedures
• Review stock power forms and letters of instruction
• Identify authorized signers across various account types
• Escalate unclear authority or documentation conflicts
• Maintain accurate client records and documentation
• Contribute to process improvement and service-level goals

What Success Looks Like (First 30 Days)

• Demonstrates sound judgment in escalating cases
• Maintains high accuracy and documentation standards
• Understands end-to-end workflow and key risk points
• Shows consistency and earns increased responsibility

Who We’re Looking For

• We seek an entrepreneurial, growth-oriented professional who thinks beyond task execution.
• Ideal Candidate Attributes:
• 1–5 years of experience in a role that requires a high attention to detail.
• Coachable, motivated, and eager to grow into future leadership roles
• Comfortable in a regulated, detail-oriented environment
• Big-picture thinker with a systems mindset

Minimum Requirements & Skills

• High school diploma required
• Professional experience in a business environment
• Strong written and verbal communication skills
• Customer service, sales, or leadership experience a plus
• Growth-oriented, coachable, and eager to contribute to a scaling organization

Benefits & Incentives

• Flexible schedule (typically 11:00 AM – 7:00 PM)
• Paid time off: 5 days annually, rolling over yearly, with increases based on tenure
• Quarterly performance-based bonus tied to individual and company results
• Opportunity to grow into leadership and shape operational processes

EEO Statement

• We are an Equal Opportunity Employer and are committed to building an inclusive workplace. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.