Client Support Specialist

A company is looking for a Client Support Specialist to manage customer inquiries and provide technical support.

Key Responsibilities

Answer a high volume of service calls, chats, or emails regarding applications in a call center environment

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 / Experience in investment, retirement, life insurance, education, or estate planning strongly preferred

Strong aptitude for technology and experience with web applications