skillventory - A Leading Talent Research Firm

Client Support Specialist

skillventory - A Leading Talent Research Firm

full-time

Posted on:

Origin:  • 🇺🇸 United States • Florida

Visit company website
✨ AI Apply
Manual Apply

Job Level

JuniorMid-Level

About the role

  • 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
  • In this role, you will help to increase customer loyalty and drive business development opportunities

Requirements

  • Series 7 required
  • Series 63 preferred (paid training & support provided)
  • 2-3 years of previous experience working in the financial services industry
  • Strong technological savvy and comfort with learning how to use new tools
  • Proven customer service, client support and problem resolution skills
  • Ability to effectively influence others and use consultative skills to enrich the customer experience