Client Support Specialist - Remote

Overview

As a Client Support Specialist, you will enhance relationships with high net worth clients and help drive business development opportunities.

In Short

• Engage with customers via inbound calls.
• Provide product and service level guidance.
• Process transactions including options, equities, and mutual funds.
• Deliver efficient and responsive resolution for client situations.
• Collaborate with internal partners to resolve complex requests.
• Conduct proactive outbound calls to communicate resolutions.
• Manage case research and communicate solutions to clients.
• Identify products and services to enhance client financial success.
• Work in a fast-paced, team-oriented environment.
• Adhere to financial regulations and compliance requirements.

Requirements

• Series 7 certification required.
• Series 63 or ability to obtain within 90 days.
• 2-3 years of previous financial services experience.
• Strong customer service and problem resolution skills.
• Excellent verbal and written communication skills.
• Ability to influence others effectively.
• Robust time management and organizational skills.

Benefits

• Comprehensive health care coverage.
• Market-leading retirement plans.
• Generous paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment.
• Tuition reimbursement.
• Learning resources for career development.