We are looking for a Customer Support Specialist to work for a leader in the financial industry. This person will be responsible for making 50-60 inbound client calls each day. The responsibilities will also include scheduling adherences, breaks, and lunches for clients. They will also help find solutions for any complex problems that these Hight Net Worth clients with 250K+ assets are dealing with. Overall, they will be creating high customer loyalty and provide great customer support!
They need to do 50+ inbound phone call to clients
Structured/Repetitive environment
Consistently deliver efficient, high-quality, and comprehensive service to clients with $250k + assets
Take ownership in the resolution of simple problems and triage complex situations
Accurately perform client assistance with managed accounts and other complex trades
Requirements:
Series 7 license that is NOT expiring within the next 90 days
Need to live within a 90 mile radius of the site location
Great customer service and communication skills, building rapport with customers
Understanding of based knowledge of financial planning concepts
Ability to work in a high inbound call role
Desire to grow long term with the company
Comfortable with the shift requirements below
SALARY: 60K-65K + 10K variable bonus paid out quarterly ($2,500 paid out every 3 months) | Total compensation: 70K-75K
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Customer Service
Industries
Staffing and Recruiting
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