Wealth Sales Support – Service Specialist

Flagstar Bank

Sales Support & Service Specialist providing support to Financial Consultants at Flagstar Bank. Responsible for client interaction and administrative tasks to facilitate account management and service inquiries.

Posted 6/7/2026full-timeRemote • Missouri • 🇺🇸 United StatesJunior💰 $17 - $26 per hourWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

administrative supportcustomer servicefinancial reportingtransaction processingissue resolutionappointment scheduling

Soft Skills

communicationinterpersonal skillsorganizational skillsanalytical skills

Tools & Technologies

Microsoft OfficeMS WordMS ExcelPowerPoint

Certifications & Qualifications

Life licenseHealth licenseAccident licenseVariable Annuity licenseSeries 7 licenseSeries 63 licenseSeries 66 license

Industry Keywords

investment industryinsurance industryclient accountsfinancial consultants

About the role

Key responsibilities & impact

Provide administrative support to Financial Consultants
Schedule appointments for account reviews
Interact directly with clients on service inquiries
Process transactions related to client accounts
Prepare financial reports to track team(s) progress to goal
Identify, research, analyze, and resolve customer account issues
Support Financial Consultant(s) with the work the book strategy
Manage FC(s) calendar for appointments and meetings

Requirements

What you’ll need

High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
1+ Years experience as an administrative assistant or comparable investment & insurance industry position
Proven customer service skills
Strong written and verbal communication skills
Excellent skill levels with Microsoft Office including MS Word, MS Excel, PowerPoint
Life, Health, and Accident license preferred within 6 months of hire
Variable Annuity license preferred within 12 months of hire
Series 7 license preferred within 12 months of hire
Series 63 or Series 66 license preferred within 90 days of passing Series 7

Benefits

Comp & perks

medical, dental, vision, life, and disability insurance
comprehensive leave program