Client Service Support Specialist
Location: Remote
Compensation: Salary
Reviewed: Thu, Apr 03, 2025
This job expires in: 22 days
Job Summary
A company is looking for a Client Service Support Specialist to assist clients with operational inquiries.
Key Responsibilities
- Service existing client needs via inbound/outbound calls and email inquiries
- Liaise with clients, Wealth Advisors, Operations Team, and broker-dealer custodian regarding operational inquiries
- Deliver a responsive client experience by taking ownership and providing accurate information
Required Qualifications
- HS Diploma or GED required; Bachelor's Degree preferred
- Minimum of 2 years' experience in financial services
- Strong customer service background with an understanding of operational and investment needs
- Knowledge of current financial markets and retirement account operations
COMPLETE JOB DESCRIPTION
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