Client Support Specialist
ClientSupportSpecialist
“Client Support Specialist at Client Support Specialist. Skills: customer service, client support, financial services. Engage with customers via inbound calls. Respond to customer inquiries”
What You'll Achieve.
increase customer loyalty; drive business development opportunities
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 listed below: DC, Marlton, NJ, Arlington, Alexandria, Tyson's Corner, Reston, Leesburg/Lansdowne
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
Process options trades
Process equities trades
Process mutual funds trades
Process fixed income trades
Process specialized monetary requests
How You'll Work.
Team & Collaboration
team oriented environment
Communication Scope
verbal and written communication skills
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