Series 65 Licensed Client Specialist

Job Summary

A company is looking for a Client Experience & Onboarding Specialist.

Key Responsibilities

• Respond to customer requests via phone and email, providing tools and information for account management
• Assist prospects with inquiries about investment philosophy and account opening processes
• Maintain accurate records of client interactions and collaborate with custodians to resolve inquiries

Required Qualifications

• Series 65 or equivalent license (CFP, Series 66, ChFC, CFA)
• Fluency in various brokerage account types
• Adaptability and flexibility in a fast-changing environment
• Strong technical skills for assisting clients with computer and smartphone issues
• Experience in customer service or related fields is preferred