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Client Service Operations Specialist - Skematic

3/11/2026

The specialist will serve as the primary point of contact for clients, providing knowledgeable and friendly service via phone and email while ensuring the timely and accurate delivery of services. Key duties include owning operational processes, optimizing client platform usage, and acting as the communication liaison between clients and internal operations teams.

Salary

55000 - 70000 USD

Working Hours

40 hours/week

Company Size

51-200 employees

Language

English

Visa Sponsorship

No

About The Company
Financial Recovery Technologies is a technology-based services firm that helps institutional investors identify, file claims, and collect funds made available in securities class action settlements. Through our proprietary technology platform and processes, we deliver the most comprehensive range of securities class action filing services available. Our firm excels by providing best-in-class eligibility analysis, disbursement auditing and client reporting, and we deliver the highest level of accuracy, accountability and transparency available. FRT is a member company of The Cross Country Group, which was founded in 1972 with the single focus of providing best-in-class customer service and claims management solutions across a broad spectrum of industries.
About the Role

Description

Join a fast-growing company that is transforming its industry! Skematic, a business unit of Financial Recovery Technologies, is a rapidly growing startup providing a comprehensive Compliance workflow management solution in the RegTech space. Primarily serving hedge funds, private equity, and venture capital firms since 2021, Skematic is breaking barriers to offer a solution to drive efficiencies for compliance teams navigating the ever-changing complexities of regulation in capital markets. We are seeking an organized, flexible, and engaging Client Service Operations Specialist to provide the professional, knowledgeable, and friendly service our clients are accustomed to.


As a Client Service Operations Specialist, you will be a primary point of contact for our clients, providing best-in-class service to meet their needs and optimize their relationship with Skematic. Specifically, you will:


Ensure Skematic’s clients remain clients by meeting their needs through professional, knowledgeable, and friendly service

  • Serve as a first line of reactive support to all Skematic clients by phone and email
  • Communicate effectively with clients of all varieties
  • Ensure the timely and accurate delivery of service
  • Own and oversee a large variety of operational processes
Optimize our clients’ usage of the Skematic platform by overseeing client-impacting operations
  • Autonomously managing projects and ensuring they result in a positive experience for our clients
  • Identify, measure and monitor results
  • Educate the clients about typical industry and company standards

Ensure clients’ operational needs are met by providing a clear line of communication between them and Skematic’s internal operations teams

  • Partner with Account Manger to drive proactive, strategic engagements across all clients

Our ideal candidate is:

  • A recent college graduate (business degree preferred)
  • 1-2 years experience in client facing role
  • Passionate about service standards, ideally with an interest in the financial services or SaaS
  • Proficient with MS Excel and, ideally, comfortable handling large data sets
  • Excellent communication skills both verbal and written
  • Self-directed and detail oriented, able to work in a fast-paced environment with limited administrative support and hand holding;
  • Excellent time management skills and attention to detail and adherence to deadlines.


What does Skematic offer:

  • Competitive salary and bonus
  • Health, dental, vision
  • 401k (with company match)
  • Income protection plans (life, accidental death and dismemberment, short- and long-term disability) and access to a suite of voluntary benefits
  • Commuter Benefits
  • Employee Assistance Program
  • Fun, smart, diverse colleagues
  • In our Medford, MA office:
    • Close to public transit (walking distance to Wellington T on the Orange Line
    • Free drinks and snacks
    • Free parking onsite
    • Free access to onsite gym

Compensation: base salary is experience dependent and can range from $55,000-$70,000 a year (based in MA). Skematic also offers a competitive annual bonus. THIS POSITION IS HYBRID BASED IN OUR MEDFORD, MA OFFICE.  


AGENCIES: WE ARE NOT WORKING WITH AGENCIES ON THIS REQUISITION.


Skematic provides equal employment opportunities by recruiting, hiring, training and promoting applicants and employees without regard to race, color, religion, creed, national origin, citizenship status, sex, age, ancestry, sexual orientation, genetics, pregnancy, marital or partnership status, gender identity/expression, disability, handicap, status as a victim of domestic violence or other similar offenses, consumer credit history, unemployment, military obligations, veteran status or any other category protected by law.

Skematic/ is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the application or employment process, please let us know the nature of your request and your contact information.

Key Skills
Client ServiceOperationsCommunicationTime ManagementAttention To DetailData HandlingMS ExcelProblem SolvingClient Relationship ManagementProcess Ownership
Categories
Customer Service & SupportFinance & AccountingAdministrativeTechnology
Benefits
HealthDentalVision401kIncome Protection PlansLife InsuranceAccidental Death And DismembermentShort Term DisabilityLong Term DisabilityVoluntary BenefitsCommuter BenefitsEmployee Assistance ProgramFree Drinks And SnacksFree ParkingFree Access To Onsite Gym
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