High Net Worth Associate

Post Date

Apr 20, 2024



ZIP/Postal Code

Jul 23, 2024 Insight Global

Job Type



Financial Services

Req #


Pay Rate

$47k - $71k (estimate)

Job Description

We are looking for a Customer Support Specialist to work for a leader in the financial industry. This person will be responsible for making 50-60 inbound client calls each day. The responsibilities will also include scheduling adherences, breaks, and lunches for clients. They will also help find solutions for any complex problems that these Hight Net Worth clients with 250K+ assets are dealing with. Overall, they will be creating high customer loyalty and provide great customer support!

They need to do 50+ inbound phone call to clients

Structured/Repetitive environment

Consistently deliver efficient, high-quality, and comprehensive service to clients with $250k + assets

Take ownership in the resolution of simple problems and triage complex situations

Accurately perform client assistance with managed accounts and other complex trades

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected].

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Required Skills & Experience

Series 7 license that is not expiring within the next 90 days

Great customer service and communication skills, building rapport with customers

Understanding of based knowledge of financial planning concepts

Ability to work in a high inbound call role

Desire to grow long term with the company

Comfortable with the shift requirements below

All applicants must live within 90 miles of the worksite location

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.