Client Support Specialist

Job Summary

A company is looking for a Client Support Specialist responsible for addressing customer inquiries and resolving issues related to the company's platform.

Key Responsibilities

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

Required Qualifications

• 2+ years of experience in a call center, customer service, or support role
• Bachelor's Degree or relevant experience
• Preferred financial planning designations such as FPQP or CFP
• Knowledge or experience in investment, retirement, life insurance, education, or estate planning
• Strong aptitude for technology and experience with web applications