Client Support Specialist

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

📋 Description

• Interact with customers through incoming calls, addressing their inquiries.

• Provide effective and prompt solutions for a variety of client scenarios.

• Take ownership of case management, investigate issues, and relay solutions to clients.

• Identify opportunities and recommend products and services that will contribute to the client’s financial success.

• Work in partnership with internal teams to investigate and resolve complex client inquiries.

⛳️ Requirements

• Series 7 license is mandatory.

• Series 63 license or the ability to secure it within 90 days is required.

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

• Comprehensive knowledge and understanding of fundamental financial planning concepts.

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

🏝️ Benefits

• Comprehensive healthcare coverage along with emotional well-being support.

• Leading retirement plans.

• Generous paid time off and parental leave policies.

• Charitable giving employee matching program.

• Educational assistance, including student loan repayment, tuition reimbursement, and access to learning resources.