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Client Support Specialist

Client Support Specialist

PrideStaffCoopersburg, PA, US
2 days ago
Job type
  • Full-time
Job description

Customer Account Specialist

Center Valley, PA Monday to Friday $60,000 to $80,000 per year

Financial Services company is growing again! Come join them.

Job Responsibilities Customer Support Specialist

  • Serve as the primary client liaison for all inquiries via phone, email, and in-person meetings.
  • Manage and process client paperwork, including new account applications, transfers, and service requests, ensuring timely follow-up.
  • Maintain and update accurate client records within the CRM system and other financial platforms.
  • Facilitate the smooth onboarding process for new clients and handle updates to existing client information.
  • Monitor client account activity to ensure the timely and accurate processing of all transactions.
  • Ensure strict compliance by verifying that all client communications and documentation meet regulatory and firm standards.
  • Collaborate effectively with financial advisors and team members, contributing to process improvement initiatives.

Required Skills & Qualifications for a Customer Support Specialist

  • Bachelor's degree or equivalent experience in finance, business, or a related field.
  • Proven experience of 2+ years in financial services or a dedicated client service role (preferred).
  • Exceptional organizational skills for managing documentation and operational workflows.
  • Strong written and verbal communication skills for professional client interaction and team collaboration.
  • Technical proficiency in using the Microsoft Office Suite and specialized CRM systems.
  • Demonstrated ability to handle sensitive information with the highest level of discretion and confidentiality.
  • Possession of FINRA Series 7 and / or 66 licenses (preferred) or the expressed willingness to obtain them.

    • Benefits for Customer Support Specialist

  • Medical, Rx, and Wellness Benefits
  • Dental and Vision Plan Options
  • Short-term Disability
  • 401(k) Retirement Plan
  • Holiday Pay

    • Interested in this position? Fill out an application today!

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    Client Support Specialist • Coopersburg, PA, US