Client Support Specialist

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

📋 Description

• Interact with customers through inbound calls, addressing their inquiries and providing guidance on products and service levels.

• Process transactions, including options, equities, mutual funds, fixed income trades, and other specialized financial requests.

⛳️ Requirements

• Series 7 certification is mandatory.

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

• 2-3 years of experience in the financial services industry is preferred.

• A comprehensive understanding of general financial planning concepts is essential.

• Demonstrated skills in customer service, client support, and problem resolution are required.

🏝️ Benefits

• Comprehensive health care coverage along with emotional well-being support.

• Competitive retirement plan.

• Generous paid time off and parental leave policies.

• Employee match program for charitable contributions.

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