Client Support Specialist

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

📋 Description

• Interact with clients through incoming calls

• Offer guidance on products and service levels

• Execute transactions involving options, equities, mutual funds, and fixed income trades

• Support with specialized financial requests

⛳️ Requirements

• Series 7 certification is mandatory

• Series 63 or the ability to secure it within 90 days

• 2-3 years of prior experience in financial services

🏝️ Benefits

• Health insurance coverage

• 401(k) retirement plan

• Paid time off policies

• Flexible work arrangements

• Opportunities for professional development