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 the platform
• 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/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 or experience in investment, retirement, life insurance, education, or estate planning
• Strong aptitude for technology and experience with web applications