--- title: 'Client Solutions Representative at Syntax' canonical: 'https://feeny.ai/job/client-solutions-representative-syntax-new-york-5bjcrvvz0xdc' type: 'job' last_seen: '2026-09-15' --- # Client Solutions Representative at Syntax - **Company:** Syntax - **Location:** New York, NY - **Compensation:** $65k–$80k - **Employment:** full-time - **Work type:** hybrid - **Posted:** 2026-08-17 - **Last confirmed live:** 2026-09-15 - **Apply:** https://jobs.lever.co/syntax/24ec3bb1-0f0b-4989-8181-4008906cfd16 ## Job description ## About Syntax Data Syntax Data is a financial data and technology company supporting direct indexing solutions, custom index development, and financial data products. Through Syntax Direct, our platform enables wealth managers and advisors to create highly customized, tax-aware, transparent index strategies at scale. Syntax also works with asset managers, ETF issuers, wealth platforms, and other financial institutions to support index-based products, custom index solutions, and broader investment use cases. ## About the Role Syntax Data is building its client support function as its cutting-edge Syntax Direct continues to gain market adoption. This is a ground-floor opportunity to join the early team supporting a financial technology platform that sits at the intersection of direct indexing, wealth management, financial data, and client experience. 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. You will be part of the team helping Syntax build the playbook for how we support clients at scale. This role is ideal for someone early in their career who is excited by finance, technology, client service, and problem-solving. You do not need to come in as an expert in direct indexing or index methodology. What matters most is curiosity, strong communication skills, attention to detail, comfort learning new technology, and the ability to help clients feel supported while working through questions. As Syntax grows, this team will play an important role in shaping the client experience. The first group of Client Solutions Representatives will help build the foundation for future support processes, FAQs, documentation, training materials, platform feedback loops, and escalation workflows. Responsibilities will include: - Respond to client, advisor, and platform user inquiries in a timely, professional, and helpful manner. - Support onboarding for new users by helping them understand Syntax Direct functionality, workflows, and available resources. - Answer common product, platform, and support questions using approved training materials, FAQs, scripts, and internal guidance. - Triage more complex questions and escalate them to the appropriate internal teams, including Sales, Index Development, Engineering, or other stakeholders. - Maintain accurate records of client interactions, questions, follow-up items, and resolutions in the appropriate CRM, support, or internal tracking tools. - Help document recurring client questions, support themes, product feedback, and opportunities to improve FAQs, support guides, onboarding materials, and internal reference resources. - Participate in basic QA testing, platform review, and user-experience testing to help identify issues, confirm updates, and provide feedback from the customer perspective. - Work cross-functionally with internal teams to help ensure client questions are answered clearly, accurately, and consistently as Syntax Direct and related client initiatives continue to scale. The ideal candidate will have: - Bachelor’s degree in finance, economics, business, communications, data analytics, investment management, or a related field. - 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. - Strong interest in finance and investment management. - Excellent written and verbal communication skills, with the ability to communicate clearly and professionally with clients, advisors, and internal stakeholders. - Strong problem-solving ability, attention to detail, and comfort working through client questions or issues. - Proficiency with Microsoft Office or a comparable office suite, along with comfort learning professional software platforms, internal tools, and client support systems. - Strong organizational skills and ability to manage follow-up across multiple questions, users, and internal teams. - Ability to work independently and collaboratively in a fast-paced, evolving environment. - Empathy, patience, professionalism, and willingness to learn Syntax’s products, platform workflows, methodology basics, and client support processes. Preferred qualifications include: - Exposure to RIAs, financial advisors, asset managers, ETF issuers, wealth platforms, investment products, or financial data products. - Experience supporting customer onboarding, client service, help desk support, product support, customer success, QA testing, or technical account support. - Familiarity with CRM, support, ticketing, project management, or documentation tools such as HubSpot, Salesforce, Zendesk, Jira, or similar platforms, with HubSpot experience preferred. - Experience documenting customer questions, support trends, resolutions, or product feedback. - Interest in direct indexing, index methodology, portfolio construction, financial technology, wealth management, or helping build scalable client support processes as a business grows. ## About Syntax Syntax Data is a data and technology provider to the financial services industry. The company offers unique data sets for public and private companies that organize the global economy based on systems theory. Data is offered through database solutions, consulting services, indices, and technology platforms. For more information, visit syntaxdata.com. ## About Syntax ## Company Overview - **One-liner**: Syntax is a global technology solutions provider that modernizes mission-critical enterprise applications through AI-enabled innovation, cloud migration, and managed services for ERP systems. - **Entity Type**: Private — backed by Novacap (private equity) since 2016; previously acquired from founder-led ownership. - **Headquarters**: Montreal, Quebec, Canada - **Founded**: 1972 - **Founders**: Michael Etinson (founder & principal, later led through several growth phases) ## Core Business - **Primary industries**: IT Services, IT Consulting, Enterprise Cloud Solutions, Managed ERP Services (SAP, Oracle, JD Edwards). - **Target customers**: Enterprise and mid-market B2B organizations running mission-critical ERP workloads; global companies needing 24/7 application management, cloud migration, and AI-infused process automation. - **Mission/purpose**: "Put AI to work across the systems and people you rely on" — delivering production-grade, governed AI built around each customer's specific business, while balancing boutique-level care with global reach. ## Products & Services - **Managed Cloud & ERP Services**: End-to-end hosting, migration, and managed services for SAP, Oracle, and JD Edwards environments, with 24/7 global support. - **AI Agents & Automation**: AI agents built for specific workflows, including "AI inside your SAP core" and Joule agents (SAP's AI copilot) tailored to business processes. - **Strategic Advisory & Implementation**: Custom-fit strategies, industry expertise, and end-to-end solutions for digital transformation, from planning to implementation. - **Security Services**: Governance, risk, compliance, and cloud security solutions delivered alongside their managed services offering. ## Market Standing - **Valuation/Market Cap**: Not publicly disclosed (private company). The acquisition by Novacap occurred in 2016; followed by at least six additional acquisitions (e.g., Freudenberg IT in 2019, Beyond Technologies in 2023, Argon Supply Chain Solutions in 2024). - **Key Metric**: Annual Revenue — **$292M** (reported via LinkedIn, 2026). - **Notable Investors/Partners**: - Owner/investor: **Novacap** (Canadian private equity firm) - Strategic partners: SAP, Oracle, AWS, Microsoft - **Growth Signals**: - Workforce: ~1,505 employees per LinkedIn data (+11% YoY), but leadership page cites **over 2,800 employees** — conflicting reports. - Employment spread across 34 countries, with major hubs in Canada, US, India, Mexico, and Germany. - Active job postings: 124; job posting growth **+158% YoY**. - 165,817 LinkedIn followers (+30% yearly). - Multiple acquisitions in security and supply chain (e.g., Argon Supply Chain Solutions, Oct 2024), expanding beyond core ERP. ## Competitive Advantages - **"Boutique @ Scale" model**: combines high-touch, customized delivery with the resources of a global enterprise. - **Deep ERP heritage**: Since 1972 — built proprietary ERP software, partnered with JD Edwards, then evolved to SAP/Oracle hosting and AI — giving decades of domain expertise. - **24/7 global delivery network**: staffing across 34 countries enables follow-the-sun support and near-continuous uptime. - **Partnership ecosystem**: Deep integrations with SAP, Oracle, AWS, and Microsoft create hard-to-replicate bundles for enterprise clients. - **Acquisitive growth**: M&A strategy has added niche capabilities (e.g., supply chain via Argon, SAP specialists via EmeraldCube and Freudenberg IT) rather than just scaling headcount. ## Strategic Focus - **AI-first transformation**: Embedding AI agents and Joule into core SAP workflows to move beyond "pilot" projects into production-grade, governed AI. - **Industry-tailored solutions**: Pre-built outcomes for manufacturing, retail, and other verticals to reduce time-to-value ("weeks, not months"). - **Cloud modernization**: Continuing to shift legacy ERP workloads to hyperscaler clouds (AWS, Azure) while maintaining managed services. - **Global expansion**: Entering ten new markets under CEO Christian Primeau; continuing M&A to fill capability gaps (recent supply chain and consulting additions). ## Why Work Here - **Culture**: Emphasizes respect, teamwork, skill development, integrity, and "superior customer service" as core values. - **Flexible work**: "Global Flex" program allows role-based remote/hybrid choices; the mission is to build your career around your life. - **Growth opportunities**: Company in an aggressive growth phase (job postings up 158% YoY); employees frequently receive internal mobility pathways. - **Social responsibility**: An employee-led CSR education program funds volunteerism and global education initiatives. - **Diverse global team**: Workforce spans 34 countries with a heavy technical split — about 21% technical, 17% consulting, and 12% operations/project management, ideal for hands-on technologists. - **Perks**: 24/7 access to talent, international project exposure, and the "boutique @ scale" experience means you get enterprise-resource stability plus smaller-team agility. ## Sources 1. [syntax.com](https://www.syntax.com/) 2. [careers.syntax.com](https://careers.syntax.com/) 3. [ca.linkedin.com/company/syntax_57010](https://ca.linkedin.com/company/syntax_57010) 4. [syntax.com/why-syntax/careers/](https://www.syntax.com/why-syntax/careers/) 5. [syntax.com/why-syntax/leadership/](https://www.syntax.com/why-syntax/leadership/) ## Other roles at Syntax - [Client Solutions Manager](https://feeny.ai/job/client-solutions-manager-syntax-new-york-x0j2xd9p1m6x) — New York, NY - [Mid-Level / Senior Software Engineer](https://feeny.ai/job/mid-level-senior-software-engineer-syntax-new-york-vqqhtwj17fkr) — New York, NY