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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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.