Client Support Specialist - Greater reputed company, GA Area (REMOTE)

Job Description

To be eligible for consideration of reputed company role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed reputed company:

reputed company, Buckhead, Alpharetta

Note: reputed company will not provide immigration sponsorship for reputed company position.

As a Client Support Specialist you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In reputed company role, you will help us to increase customer loyalty and drive reputed company opportunities.

The

Team

While reputed company reputed company location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across reputed company. These simple but powerful values set us apart from our competition.

The

Expertise

You Have

Series 7 required

Series 63 or ability to obtain within 90 days

2-3 years of previous financial services experience

The

Skills

You Bring

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

The

Value

You Deliver

Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized reputed company requests

reputed company’s Onsite Working Model

reputed company is transitioning to a reputed company onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are reputed company to evolve as the rollout continues. reputed company transition does not apply to fully remote roles.

Certifications

Series 07 - reputed company, Series 63 - reputed company

Category

Customer Service, Relationship Management, Sales

reputed company be advised that reputed company’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including reputed company, among others. Those laws and regulations may restrict reputed company from hiring and/or associating with individuals with certain Criminal Histories.

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