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Client Support Representative

CST

Dallas

Since 2017, Flourish has been on a mission to help financial advisors better secure the financial futures of their clients. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.

Today, we work with over 900 RIAs that collectively represent more than $1.6T in assets under management across two products: Flourish Annuities and Flourish Cash. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.

Read on if you are interested in joining a small, highly-collaborative, rapidly-growing startup—backed by the support and stability of a Fortune 500 company.

About You

You are an ambitious self-starter looking to join a fast-growing fintech startup as a client support specialist. You love providing truly white-glove client support, whether via phone, email or chat, and have excellent communication skills (both written and verbal). You have a penchant for explaining complex, technical details to non-technical audiences. You have an indefatigable approach to problem solving and see every client interaction as an opportunity to improve the business overall.

Beyond providing support, you are also excited to contribute to every aspect of a growing client support organization, from optimizing the technology we use to preparing reporting to thinking strategically about how we can provide better service, more efficiently. You also love collecting client feedback and sharing with our product organization to help us understand client requests and act as a key voice in improving the product.

About the Role

As a client support representative, you’ll provide client support via phone, email and chat from 9am to 5pm PT / 11am to 7pm CT, leveraging both internal and external tools. Client questions will range from providing straightforward answers about our products to solving in-depth issues that require a deep understanding of both our product and client circumstances – you can get a sense of the issues our clients ask about on our online Help Center FAQs. You’ll partner with our product team and work closely with engineers to help resolve thorny issues within a dynamic, always-changing environment.

Equally as important as providing white-glove support will be contributing to our client support organization. This will include building the playbook we’ll use to scale our client support organization, tagging and tracking client issues to identify trends, reporting on metrics used to efficiently run our business, and developing and maintaining internal and external client support materials, from email templates to phone scripts to client-facing FAQs. Given the small size of our team, this role is far more dynamic than the typical support role, and will involve operating within a fast-paced, technology centric environment that is constantly evolving.

Responsibilities

  • Support company growth by providing clients with an excellent, white-glove client experience across phone, email and chat, including technical support
  • Work closely with internal stakeholders, including product teams, sales, and relationship management, to effectively resolve client issues
  • Conduct routine client outreach to address account servicing issues and participate in ad hoc projects and initiatives as needed
  • Assist with the review and onboarding process for new accounts
  • Develop and maintain external client support materials, from email templates to call scripts to FAQs
  • Participate in support center scheduling, aligning staffing and hours of availability to inbound client demands
  • Real time queue management for phone support
  • Define and implement short-term business strategies to improve client experience and increase support team efficiency
  • Training and development of new support representatives, including development of training materials
  • Ensure all support-related tasks are completed in a timely matter, including working past the close of support hours as needed
  • Must be able to work West Coast hours (9am - 5pm PT) and have flexibility to cover other US timezones as needed

Minimum Qualifications

  • Bachelor’s degree
  • 3+ years of Client Support experience within financial services, or similar client-facing role with a significant volume of phone or email interaction
  • A FINRA Series 7 license
  • A curious, analytical mind and strong problem-solving skills
  • Self-starter with a positive attitude
  • A professional, personable and humble manner
  • Excellent interpersonal skills, as well as verbal and written communication skills
  • Position is a remote role based in Dallas

Preferred Qualifications

  • Experience with client support process improvements, metrics, reporting, hiring or training of support representatives, or similar
  • A genuine passion for delivering exceptional customer service
  • A proactive, ownership-driven mindset, treating responsibilities with care and dedication

At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.

Base Salary Range: $51,500 - $80,000 plus bonus

Disclosures:

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Flourish is an online platform through which investors can access financial services and products. Flourish’s offerings are provided by different entities and are subject to different terms, investor protections, and risks. Flourish Cash is offered by Flourish Financial LLC, a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank. Check the background of Flourish Financial LLC and its personnel on FINRA's BrokerCheck. Flourish Annuities refers generally to the annuity platform operated by Flourish Technologies LLC, where applicable, and to Flourish Insurance Agency LLC in its capacity as a licensed insurance producer providing insurance services related to such platform. Flourish Insurance Agency LLC does business in California under the name Flourish Digital Insurance Agency. An annuity is an insurance contract. Annuities shown on the platform are sold through Flourish Insurance Agency LLC, a licensed insurance producer, with offices in Jersey City, New Jersey, and are issued by one or more approved licensed life insurance companies. The Flourish entities mentioned above are affiliates. Flourish Cash and Flourish Annuities accounts are separate accounts and only assets in Flourish Cash accounts may be eligible for protection by the FDIC or SIPC. Please review the Legal section of our website, and the disclosures provided with each Flourish service or product, for further information. If you were introduced or invited to Flourish by an investment advisor or other third party, please be aware that, unless otherwise disclosed to you, they are not affiliated with any Flourish entity. The role of the investment advisor or other firm that invited you to Flourish may vary between different Flourish services and products, as further described in your terms of service. © 2025 Flourish. All rights reserved.