Client Support Specialist - Greater Tampa, FL Area (REMOTE)
About The Position
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tampa, FL Metro area! While you will work from home, you must reside near the Greater Tampa, Florida area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely. As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Requirements
- Series 7 required
- 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
Nice To Haves
- Series 63 preferred (paid training & support provided)
Responsibilities
- 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
Benefits
- stable base salary
- benefit programs are designed to help you and your family strike the right balance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
