Client Support Specialist

This is a fully remote position, open to applicants in California.

📋 Description

• Interact with customers through inbound calls, addressing their inquiries which may include offering guidance on products and services, processing transactions related to options, equities, mutual funds, fixed income trades, and other specialized monetary requests.

• Provide effective and prompt resolutions for various client situations.

• Take ownership of case management, investigate the issue, and communicate the solution to the client.

• Identify opportunities and recommend products and services that will contribute to the client’s financial success, collaborating with the Financial Consultant for further discussions with the client.

• Work with internal business partners to investigate and resolve complex client requests.

• Make proactive outbound calls to inform the client of resolutions or gather additional information to finalize the request.

⛳️ Requirements

• Series 7 certification is required.

• Series 63 or the ability to obtain it within 90 days.

• 2-3 years of prior experience in the financial services sector.

• Comprehensive knowledge and understanding of general financial planning principles.

• Demonstrated customer service, client support, and problem-solving abilities.

• Excellent verbal and written communication skills.

• Capability to effectively influence others.

• Strong time management and organizational skills.

🏝️ Benefits

• Comprehensive health care coverage and support for emotional well-being.

• Market-leading retirement plan.

• Generous paid time off and parental leave.

• Charitable giving employee matching program.

• Educational assistance including student loan repayment, tuition reimbursement, and resources for career development.