skillventory - A Leading Talent Research Firm

Client Support Specialist

skillventory - A Leading Talent Research Firm

full-time

Posted on:

Origin:  • 🇺🇸 United States • Kansas, Missouri

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Job Level

JuniorMid-Level

About the role

  • Engage with customers, via inbound calls, responding to their inquiries which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
  • Deliver efficient and responsive resolution for various client situations
  • Own the management of the case, research the issue and communicate the solution to the client
  • Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
  • Collaborate with internal business partners to research and resolve complex client requests
  • Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request

Requirements

  • Series 7 required
  • Series 63 or ability to obtain within 90 days
  • 2-3 years of previous financial services experience
  • Broad based knowledge and understanding of general financial planning concepts
  • Proven customer service, client support and problem resolution skills
  • Strong verbal and written communication skills
  • Ability to effectively influence others
  • Robust time management and organizational skills
  • Certifications: Series 07 - FINRA, Series 63 - FINRA