As a Client Solutions Representative, you will help advisors, clients, and platform users get the most out of Syntax Direct by answering questions, supporting onboarding, helping users understand platform functionality, documenting recurring issues, and ensuring inquiries are routed to the right internal teams. 0-3 years of experience in customer support, client service, financial services, fintech, wealth management, investment management, client success, operations, sales support, QA/testing, or a related role.