Client Support Specialist

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

📋 Description

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

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

• Take ownership of case management, investigate the problem, and relay the resolution to the client.

• Identify opportunities and recommend products and services that will contribute to the client's financial well-being.

⛳️ Requirements

• Series 7 certification is necessary.

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

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

🏝️ Benefits

• Health insurance coverage.

• Retirement plan options.

• Paid time off benefits.

• Flexible work arrangements available.