Flourish Client Support Representative

Client Support Representative, Flourish

Full-Time, New York

The Opportunity

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.

The Team

Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to more fully serve their clients and achieve better outcomes. 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 1,000 RIAs that collectively represent more than $2.6T in assets under management across two products — Flourish Annuities and Flourish Cash — and with our recent acquisition of Sora Finance, we’ll be adding a lending offering in 2026. 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.

The Impact

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.

Responsibilities: 

• Support company growth by providing clients with an excellent, white-glove client experience across phone, email and chat, including technical support

• Manage reporting with internal stakeholders, from defining metrics to internal reporting, particularly with sales, relationship management, and product teams

• 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

• Assist in new account opening/approvals

• Define and implement short-term business strategies to improve client experience and increase support team efficiency

• Training & development of new support representatives, including development of training materials

• Must be able to work West Coast hours (9am - 5pm PT)

The 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

• Position is a remote role based in Dallas

The Ideal Qualifications

• 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

• Experience with client support process improvements, metrics, reporting, hiring or training of support representatives, or similar

MassMutual is an equal employment opportunity employer. We welcome all persons to apply.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.