Legal Marketing and Case Support Specialist
Job Duck
Client Support Specialist
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location: Florida • 🇺🇸 United States
Visit company websiteJob 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
