Job description

“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!”

A requirement for this position is to have an ACTIVE SERIES 7 license. If this person still has an active series 7, they will have some sort of financial services background.

If they come from a customer support role within financial services, that is a huge plus!

Job Type: Full-time

Pay: Up to $67,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• 4x10
• 5x8
• 8 hour shift
• Holidays
• Monday to Friday

Supplemental pay types:

• Bonus pay

Application Question(s):

• Are you within 90 miles of this branch location? (this is a must)

Experience:

• Financial services: 1 year (Required)
• Financial planning: 1 year (Preferred)

License/Certification:

• Series 7 (Required)
• Series 63 (Preferred)

Work Location: Remote

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