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 clearing-relationship experience 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; DriveWealth does not provide 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 coordinating with internal teams and maintaining regulatory procedures.
What you'll do
- Handle escalated client inquiries, investigate issues, and coordinate case triage and documentation.
- Improve support workflows and develop client-facing and internal help, training, and onboarding materials.
- Collaborate with internal teams on support operations, automation, and updates to written supervisory procedures.
What they ask for
- 3+ years of experience in Financial Services and/or Fintech, including experience with 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 U.S. without current or future visa sponsorship.
Pay
$90,000 – $100,000 USD (base salary)
Tools
API
AI focus
The company encourages using emerging AI tools to improve service, streamline processes, and deliver products faster; the posting does not specify particular AI tasks for this role.
Model-written summary · the original posting is authoritative