Client Support Specialist - Remote

Overview

The Client Support Specialist plays a crucial role in enhancing relationships with high net worth clients and driving business development opportunities in a fast-paced team-oriented environment.

In Short

• Engage with high net worth clients to enhance relationships.
• Respond to client inquiries and provide product guidance.
• Process transactions including equities, mutual funds, and fixed income trades.
• Work within a hybrid model, balancing onsite and offsite work.
• Utilize financial planning knowledge to assist clients.
• Demonstrate strong problem resolution skills.
• Communicate effectively with clients and team members.
• Manage time and organizational tasks efficiently.
• Maintain compliance with financial regulations.
• Contribute to a diverse and inclusive workplace.

Requirements

• Series 7 certification required.
• Series 63 or ability to obtain within 90 days.
• 2-3 years of experience in financial services.
• Broad knowledge of financial planning concepts.
• Proven customer service skills.
• Strong verbal and written communication abilities.
• Ability to influence others effectively.
• Robust time management skills.
• Organizational skills for managing multiple tasks.
• Commitment to company values of respect and integrity.

Benefits

• Opportunity to work in a diverse and inclusive environment.
• Access to comprehensive training and development.
• Flexible working arrangements.
• Supportive team culture.
• Competitive compensation packages.
• Health and wellness benefits.
• Career advancement opportunities.
• Access to financial planning resources.
• Employee assistance programs.
• Commitment to work-life balance.