Client Support Specialist

• Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance
• Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
• Enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million
• Help to increase customer loyalty and drive business development opportunities

• Series 7 required
• Series 63 preferred (paid training & support provided)
• 2-3 years of previous experience working in the financial services industry
• Strong technological savvy and comfort with learning how to use new tools
• You have a broad-based knowledge and understanding of general financial planning concepts
• Proven customer service, client support and problem resolution skills
• Ability to effectively influence others and use consultative skills to enrich the customer experience

Series 63 preferred

• Comprehensive health care coverage and emotional well-being support
• Market-leading retirement
• Generous paid time off and parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career