Client Support Specialist

Job Summary

A company is looking for a Client Support Specialist responsible for addressing customer inquiries and providing technical support.

Key Responsibilities

• Answer a high volume of service calls, chats, or emails regarding applications
• Provide technical and planning product support to advisors
• Identify customer needs and provide solutions while maintaining call quality

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) or Certified Financial Planner (CFP) preferred
• Knowledge of at least two financial planning topics such as investment or retirement
• Strong aptitude for technology and experience with web applications