Customer Support Specialist (Fintech)

TL;DR

Customer Support Specialist (Fintech): Providing direct support via phone, email, and chat to clients of a financial data platform with an accent on troubleshooting and client experience. Focus on resolving customer issues in real-time and collaborating with global teams to optimize platform functionality.

Location: Onsite in Seattle, Washington. Must be authorized to work in the US without visa sponsorship now or in the future

Salary: $55,000 + 7.5% target annual bonus

Company

A Morningstar company providing financial data and analytics for private equity and venture capital markets.

What you will do

• Respond to customer contacts via chat, phone, and email to resolve issues.
• Troubleshoot customer pain points to ensure the best possible user experience.
• Document all interaction details in Salesforce to inform product improvements.
• Collaborate with global teams to maintain continuous support availability.
• Achieve quarterly contact volume and quality goals.
• Participate in company initiatives and project work.

Requirements

• 1+ years of experience in a customer service role.
• Authorization to work in the United States without the need for visa sponsorship.
• Strong interest in financial markets, private equity, and venture capital.
• Excellent verbal and written communication skills with high attention to detail.
• Proficiency with Microsoft Office suite (Outlook, Word, Excel).
• Bachelor’s degree preferred.

Nice to have

• Prior experience with Salesforce or similar CRM systems.

Culture & Benefits

• Comprehensive health, emotional, and financial wellness benefits.
• 401k match and shared ownership employee stock program.
• Paid sabbatical program after four years and generous vacation/sick leave.
• Annual educational stipend and CFA exam stipend.
• Monthly transportation stipend and subsidized emergency childcare.
• Robust training programs on industry and soft skills.