Client Support Specialist

The Client Support Specialist is responsible for answering incoming customer inquiries, solving customer issues, and escalating cases to tier two teams or management when necessary.

Requirements

• 2+ years of experience in a call center/customer service/support role or relevant experience, including commensurate internal experience
• Bachelor’s Degree or relevant experience
• Financial Paraplanner Qualified Professional (FPQP), Certified Financial Planner (CFP), or other financial planning related designations is strongly preferred
• Knowledge/Experience supporting at least two of the following five topics: investment, retirement, life insurance, education, estate or related financial planning experience is strongly preferred

Benefits

• Annual bonus program
• Retirement contributions
• Health insurance
• Sick leave
• Parental leave
• Paid time off