Remote Client Support Specialist — Financial Services

Soteria Reinsurance Ltd.; Indianapolis (IN); Remote; USD 50,000 - 70,000; Full time

Job summary

A financial services company in the Greater Indianapolis area is seeking a Client Support Specialist to enhance relationships with high net worth clients. The ideal candidate will have strong customer service and communication skills, along with Series 7 certification. Responsibilities include engaging customers through inbound calls, processing transactions, and providing product guidance. This role is primarily remote, with hybrid requirements for certain associates.

Qualifications

• 2-3 years of previous financial services experience.
• Series 7 certification required.
• Series 63 or ability to obtain within 90 days.

Responsibilities

• Engage with customers via inbound calls and respond to inquiries.
• Process transactions including options, equities, and mutual funds.
• Provide product and service level guidance.

Skills

Customer service

Problem resolution

Time management

Communication skills

Influencing skills

Job description

A financial services company in the Greater Indianapolis area is seeking a Client Support Specialist to enhance relationships with high net worth clients. The ideal candidate will have strong customer service and communication skills, along with Series 7 certification. Responsibilities include engaging customers through inbound calls, processing transactions, and providing product guidance. This role is primarily remote, with hybrid requirements for certain associates.