Client Support Specialist

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

📋 Description

• Interact with customers through incoming calls, addressing their questions and concerns.

• Offer guidance on products and service levels.

• Execute transactions related to options, equities, and mutual funds.

• Provide prompt and effective resolutions for a variety of client issues.

• Take ownership of case management and relay the solutions to clients.

⛳️ Requirements

• Must possess a Series 7 license.

• A Series 63 license is required or the ability to obtain one within 90 days.

• A minimum of 2-3 years of experience in financial services is necessary.

🏝️ Benefits

• Health insurance coverage.

• Competitive salary offerings.

• Paid time off benefits.

• Opportunities for professional development.

• 401(k) retirement plans.