As a Client Support Specialist, provides high-quality customer support by handling inbound calls and responding to client inquiries related to financial products and services, including processing transactions such as options, equities, mutual funds, and fixed-income trades. Manages client cases from start to resolution by researching issues, coordinating with internal partners, and communicating clear solutions to clients. Identifies opportunities to enhance client financial success by recommending appropriate products and collaborating with Financial Consultants. Conducts proactive outbound follow-ups to provide updates, gather additional information, and ensure timely resolution of client requests while maintaining strong client relationships.
Listed pay is $50,000 to $76,000 a year.
Link: https://www.indeed.com/viewjob?jk=b61a7abd11daeb4d&from=shareddesktop_copy