Client Support Specialist
ClientSupportSpecialist
“Client Support Specialist at Client Support Specialist. Engage with customers via inbound calls. Respond to customer inquiries”
What You'll Achieve.
Enhance relationships with high-net-worth clients; Increase customer loyalty; Drive business development opportunities
Industry & Context.
Primary residence must be located within a 90 mile radius of approved branch sites, Occasional in-person participation with peers is an important part of our culture
What They're Looking For.
Must Have
Series 7 required, 2-3 years of previous experience working in the financial services industry, technological savvy and comfort with learning how to use new tools
Nice to Have
Series 63 preferred
What You'll Do.
Engage with customers via inbound calls
Respond to customer inquiries
Provide product and service guidance
Process customer requests
Process options trades
Process equities trades
Process mutual funds trades
Process fixed income trades
Process specialized monetary requests
Applying for this Client Support Specialist role?
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ANONYMOUS · UNFILTERED
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