Client Support Specialist

Job Summary

A company is looking for a Client Support Specialist to assist customers with inquiries and issues related to their 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
• Financial Paraplanner Qualified Professional (FPQP), Certified Financial Planner (CFP), or similar designations preferred
• Knowledge/Experience in investment, retirement, life insurance, education, or estate planning
• Strong aptitude for technology and experience with web applications