What are the responsibilities and job description for the Client Support & Implementation Specialist position at BetaNXT Inc?
Level/Function: Specialist, Client Support Services
Title: Client Support & Implementation Specialist
About BetaNXT
BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.
BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.
Overview of the Client Support & Implementation Specialist:
The Client Support & Implementation position plays a pivotal role in driving client satisfaction and advancing strategic partnerships within the Investor Communications space. This position works closely with the Senior and Director members of the team to lead a high-performing, client-focused service team dedicated to delivering exceptional support to BetaNXT’s broker-dealer clients.
This is a hybrid position based out of our Cary, NC office location with an in-office requirement of 3 days per week.
Duties and Responsibilities of the Client Support & Implementation Specialist:
- Serve as a trusted advisor to clients, offering expert guidance on BetaNXT’s Investor Communication services and ensuring seamless service delivery.
- Support the Relationship Management team by participating in client meetings and user groups, both on-site and off-site, to strengthen business relationships and identify growth opportunities.
- Maintain and nurture client relationships, ensuring expectations are met and exceeded in a holistic and productive environment.
- Participate in project management initiatives for new Investor Communications offerings, contributing strategic insights and execution support.
- Partner with technology teams to develop and refine software solutions aligned with client needs.
- Collaborate with operations to uphold quality control standards and ensure consistent service excellence.
- Facilitate client onboarding processes including scheduling, reporting, issue tracking, and risk escalation.
- Conduct analysis of incoming and outgoing data to support seamless platform transitions.
- Engage directly with clients to explain documentation requirements, regulatory considerations, and onboarding expectations.
- Lead client-facing calls and meetings, providing direct support, documentation, and follow-up throughout the onboarding lifecycle.
- Coordinate cross-functional resources to meet client needs.
- Monitor project quality and efficiency, ensuring client satisfaction throughout the onboarding lifecycle.
Skills and Experience of the Client Support & Implementation Specialist:
- 6 years of hands-on business operation experience in the financial services industry.
- Demonstrated expertise in the client-facing project management.
- Proven experience in a B2B environment with the ability to build and maintain strong client relationships.
- Exceptional organizational and time management skills; able to prioritize and complete tasks within established deadlines.
- Proficiency in Microsoft Office Suite; effective use of email and phone communication.
- Excellent verbal and written communication skills.
- Proven research capabilities and attention to detail.
- Excellent analytical and problem-solving skills.
- Travel to client locations is required.