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 platform.

Key Responsibilities

• Answer a high volume of service calls, chats, or emails regarding platform applications
• Provide technical and planning product support to advisors and assist with financial planning scenarios
• Maintain high levels of call quality and professionalism while meeting efficiency standards

Required Qualifications

• 2+ years of experience in a call center/customer service/support role or relevant experience
• Bachelor's Degree or relevant experience
• Preferred financial planning designations such as FPQP or CFP
• Knowledge/Experience in at least two financial planning topics like investment or retirement
• Strong aptitude for technology and experience with web applications