Client Support Specialist for Financial Advisors

Austin Community College; Orlando (FL); On-site; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation and volunteering

Paid parental leave

Job summary

A leading financial services company is looking for a Client Support Associate in Orlando, Florida, to serve as the initial contact for independent financial advisors' clients. The ideal candidate has a Bachelor's degree and at least 1 year of customer service experience. Responsibilities include assisting with online account setup and addressing client inquiries. Join a team focused on growth, collaboration, and delivering exceptional support while receiving opportunities for professional development and a competitive benefits package.

Qualifications

• Minimum 1 year of customer service experience.
• Demonstrated ability to create positive customer experiences.
• Proven track record of meeting deadlines and maintaining high-quality work.

Responsibilities

• Serve as the first point of contact for clients.
• Assist with online account setup and other service-related needs.
• Deliver personal and precise solutions to client inquiries.

Skills

Customer service experience

Professional relationship building

Active listening

Technological proficiency

Task follow-through

Education

Bachelor’s degree or equivalent skills

Job description

A leading financial services company is looking for a Client Support Associate in Orlando, Florida, to serve as the initial contact for independent financial advisors' clients. The ideal candidate has a Bachelor's degree and at least 1 year of customer service experience. Responsibilities include assisting with online account setup and addressing client inquiries. Join a team focused on growth, collaboration, and delivering exceptional support while receiving opportunities for professional development and a competitive benefits package.