Client Support Specialist

Job Summary

A company is looking for a Client Support Specialist to provide customer support and technical assistance related to financial planning applications.

Key Responsibilities

• Answer a high volume of service calls, chats, or emails regarding financial planning applications
• Provide technical support and assist advisors with financial planning scenarios
• Log interactions and escalate complex issues to tier two teams when necessary

Required Qualifications

• 2+ years of experience in a call center/customer service/support role or relevant experience
• Bachelor's Degree or relevant experience
• Financial Paraplanner Qualified Professional (FPQP), Certified Financial Planner (CFP), or other financial planning designations preferred
• Knowledge/Experience in investment, retirement, life insurance, education, or estate planning preferred
• Strong aptitude for technology and experience with web applications