Client Support Specialist
ClientSupportSpecialist
“Client Support Specialist at Client Support Specialist. Skills: Customer service, Client support, Problem resolution. Engage with customers via inbound calls. Respond to customer inquiries”
What You'll Achieve.
Increase customer loyalty; Drive business development opportunities; Enhance client's financial success
Industry & Context.
Problem resolution skills
Primary residence must be located within a 90 mile radius at the time of application from the approved branch sites: Austin Downtown, Austin Domain
What They're Looking For.
Must Have
Series 7 required, Series 63 or ability to obtain within 90 days, 2-3 years of previous financial services experience
What You'll Do.
Engage with customers via inbound calls
Respond to customer inquiries
Provide product and service guidance
Deliver efficient client resolution
Research client issues
Communicate solutions to clients
Uncover opportunities
Identify products and services
Collaborate with internal business partners
Conduct proactive outbound calls
How You'll Work.
Team & Collaboration
Partner with the Financial Consultant; Collaborate with internal business partners
Communication Scope
Verbal communication skills; Written communication skills
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