Remote Client Support Specialist - Financial Services

Soteria Reinsurance Ltd.; Baltimore (MD); Remote; USD 50,000 - 76,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Generous paid time off

Educational assistance

Job summary

A financial services company is seeking a Client Support Specialist in the Greater Baltimore area. The role is remote and requires significant customer service and financial services experience. Candidates should have Series 7 certification, excellent communication skills, and at least 2 years in a financial services role. Responsibilities include assisting clients with inquiries and delivering high-quality service. Competitive salary structure ranging from $50,000 to $76,000 annually, with various employee benefits including health coverage and educational support.

Qualifications

• 2-3 years of previous financial services experience required.
• Broad-based knowledge of financial planning concepts essential.

Responsibilities

• Engage with customers via inbound calls to assist with inquiries.
• Provide product and service level guidance.

Skills

Customer service skills

Problem resolution skills

Strong verbal communication

Time management

Education

Series 7 certification

Series 63 certification or ability to obtain

Job description

A financial services company is seeking a Client Support Specialist in the Greater Baltimore area. The role is remote and requires significant customer service and financial services experience. Candidates should have Series 7 certification, excellent communication skills, and at least 2 years in a financial services role. Responsibilities include assisting clients with inquiries and delivering high-quality service. Competitive salary structure ranging from $50,000 to $76,000 annually, with various employee benefits including health coverage and educational support.