Client Services Specialist (Chicago, remote)

Position Overview

Six Trees Capital LLC, the operator of MaxMyInterest.com, is a financial technology company that offers an intelligent cash management solution. We are seeking a high-energy, engaging, and empathetic client services professional to deliver outstanding support to both individual clients and financial advisors. In this strategic role reporting directly to our Director of Operations, you will manage support requests, provide proactive communication, and ensure the voice of the customer is central to our products and services. If you are a thoughtful and detail-oriented professional with 2+ years of customer service experience in the fintech, financial, insurance, or wealth management sectors, we want to hear from you. This role is fully remote (within the continental U.S.) and applicants must be legally permitted to work in the U.S. Six Trees Capital LLC is an Equal Opportunity Employer.

Key Responsibilities

• Manage support requests from clients and financial advisors.
• Provide responsive and proactive communication with clients.
• Handle customer inquiries with high-quality replies within SLA targets.
• Support the advisor services team.
• Contribute customer feedback for continuous product improvement.

Required Qualifications

• 2+ years of customer service or customer success experience.
• Experience in fintech, financial, insurance, or wealth management sectors.
• Knowledge of support desk platforms such as FreshDesk or ZenDesk.
• A strong desire to learn, contribute, and help others.

Benefits & Perks

• Compensation: Base salary will depend on factors including location and experience, with an estimated range of $50,000 - $65,000 (USD).
• Benefits: Comprehensive package including Medical, Dental, Vision, and 401(k) offerings.
• Fully remote work arrangement within the continental U.S. (occasional travel for training and team activities may be required).