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 support to advisors and assist with financial planning scenarios
• Log interactions comprehensively and escalate complex issues as necessary

Required Qualifications

• 2+ years of experience in a call center or customer service/support role
• Bachelor's Degree or relevant experience
• Preferred financial planning designations such as FPQP or CFP
• Knowledge/experience in investment, retirement, life insurance, or related financial planning
• Strong aptitude for technology and familiarity with financial concepts