Partner Support Associate

DriveWealth is a global B2B financial technology organization dedicated to democratizing access to financial independence around the world. Our mission is realized through an API-based platform, empowering our partners to offer seamless investing and trading experiences to clients worldwide, all from their mobile devices.

Our technology provides partners with a modern, extensible toolkit, enabling traditional investment workflows and innovative techniques like fractional share ownership. DriveWealth has evolved into a global platform offering trading of US equities, mutual funds, ETFs, fixed income, and options.

We seek enthusiastic professionals to contribute diverse perspectives and experiences to our Brokerage-as-a-Service platform. Our culture blends the pace and opportunity of a tech start-up with the impact, stability, and significance of Wall Street. We encourage creativity and experimentation while ensuring institutional-grade execution and regulatory compliance in everything we do. We value diversity and inclusion, celebrating the unique differences of our employees as we scale and grow together. We’re guided by operating principles grounded in accountability, teamwork, integrity, and solutions built to scale. Join us!

About the role

As a Partner Support Associate, you will help us provide unparalleled support to our partners and clients to ensure any feedback is shared to the appropriate parties internally. You will serve on the front lines of DriveWealth and act as a brand ambassador representing our company and our partners. As a member of the Partner Support team, you will be expected to continuously find ways to optimize and improve the team’s performance.

A successful candidate has exceptional communication skills, empathy, and intuition. They are energized by assisting and delighting clients. The Partner Support team works closely with operations, technology, and compliance to support a rapidly growing and evolving business. 

What You’ll Do

• Serve as a brand ambassador for DriveWealth and as the voice of the client to the company
• Proactively respond to client inquiries via omni-channel support (ServiceNow tickets, email, chat, etc.)
• Support client transactions such as withdrawals, deposits, and onboarding
• Coordinate with multiple departments, such as operations, technology, and compliance, to troubleshoot and resolve client issues
• Develop industry and product expertise to support clients efficiently
• Serve as a subject matter expert within the team and drive continuous improvement within this sphere
• Continuously find ways to improve the client experience
• Identify opportunities for growth, efficiency, and quality control within the team

What You’ll Need

• 3+ years of experience in a client-facing role in financial services
• Exceptional communicator across multiple …