Client Support Specialist
Job Summary
As a Client Support Specialist, you will enhance relationships with high net worth clients by providing complex service and investment support. You will be responsible for driving customer loyalty and identifying business development opportunities within a fast-paced environment. The role requires financial service expertise and a focus on delivering high-quality client solutions.
Responsibilities
- Manage inbound client inquiries and provide product guidance
- Execute complex trades including equities and mutual funds
- Resolve client issues and facilitate specialized monetary requests
Required Skills
- Active Series 7 license
- Financial planning knowledge
- Strong communication and problem-solving skills
Job Details
Job Description:
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Glen Allen, VA Beach, Midlothian.
Key Responsibilities:
- Engage with customers via inbound calls, responding to their inquiries including product and service level guidance.
- Process transactions to include options, equities, mutual funds, and fixed income trades.
- Handle specialized monetary requests and provide exceptional client support.
Requirements:
- Series 7 license required.
- Series 63 license or ability to obtain within 90 days.
- 2-3 years of previous financial services experience.
Skills and Qualifications:
- Broad based knowledge and understanding of general financial planning concepts.
- Proven customer service, client support, and problem resolution skills.
- Strong verbal and written communication skills.
- Ability to effectively influence others.
- Robust time management and organizational skills.