DriveWealth
Client Services Specialist
$90K–$100K
Office - Chicago · Full-time · Posted Jul 21, 2026
- Experience
- Minimum 3+ years in Financial Services and/or Fintech; specific experience in self-clearing, omnibus clearing, or correspondent clearing relationships is required.
- Education
- Bachelor’s Degree in a relevant subject (e.g., Finance, Business, Technology) or equivalent experience.
- Visa sponsorship
- Applicants must be authorized to work in the United States without current or future visa sponsorship. The company does not provide visa sponsorship or support for employment authorization, including transfers.
About the job
Provides operational support to DriveWealth’s global B2B clients, resolving escalated platform issues and improving support processes while maintaining regulatory compliance.
What you'll do
- Handle and investigate escalated client support cases, coordinating with internal teams and keeping case records.
- Improve support workflows and client resources, including Help Center content, training materials, and operational guides.
- Work with Compliance and Legal to maintain written supervisory procedures and participate in ongoing weekend support coverage.
What they ask for
- At least 3 years of experience in Financial Services and/or Fintech, including self-clearing, omnibus clearing, or correspondent clearing relationships.
- Active Series 7 and ability to obtain Series 24.
- Bachelor’s Degree in a relevant subject (e.g., Finance, Business, Technology) or equivalent experience.
- Authorized to work in the United States without current or future visa sponsorship.
Pay
$90,000 – $100,000 USD (base salary)
Tools
API-based investing platform
AI focus
The company encourages using emerging AI tools and internal tools to improve signal quality, reduce friction, deliver products faster, provide better partner service, and streamline processes.
Model-written summary · the original posting is authoritative