Financial Planning Platform Support Specialist

7Seventy; United States; Remote; USD 42,000 - 65,000; Full time

Job summary

7Seventy is seeking a Client Support Specialist to assist advisors and customers via calls, chats, and emails. You will resolve issues, provide product support on the company platform, and stay current with releases and features while maintaining high call quality and professionalism.

You will handle high-volume inquiries, document interactions clearly, escalate when needed, and work with a dispersed team. A background in web apps, financial concepts, and strong communication skills are

Qualifications

• Minimum 2+ years in a call center, customer service, or support role.
• Experience with web applications.
• Familiarity with financial concepts and terms.
• Strong problem-solving skills.
• Excellent communication for technical and non-technical audiences.
• Ability to work independently or with a dispersed team.
• Detail-oriented and able to manage multiple tasks in a fast-paced environment.

Responsibilities

• Answer a large volume of service calls, chats, or emails of increasing complexity in a call center environment.
• Provide technical and planning product support within the platform.
• Identify customer needs, research issues, clarify information, and provide solutions.
• Log interaction details clearly and accurately.
• Escalate complex issues to tier two teams or management when necessary.
• Stay up to date on system releases, new features, bugs, and production site functionality.
• Attend trainings and complete assignments to learn the platform and support policies.
• Meet personal and team targets and efficiency standards.
• Review emails and process administrative requests as needed.

Skills

Customer service

Call center

Technical support

Communication

Problem-solving

Multitasking

MS Office

Tools

Salesforce

Outlook

Excel

Job description

7Seventy is seeking a Client Support Specialist to assist advisors and customers via calls, chats, and emails. You will resolve issues, provide product support on the company platform, and stay current with releases and features while maintaining high call quality and professionalism.

You will handle high-volume inquiries, document interactions clearly, escalate when needed, and work with a dispersed team. A background in web apps, financial concepts, and strong communication skills are