Remote Client Support Specialist – Private Wealth

Soteria Reinsurance Ltd.; Pittsburgh (Allegheny County); Remote; USD 50,000 - 70,000; Full time

Job summary

A financial services firm is seeking a Client Support Specialist in the Greater Pittsburgh area to enhance client relationships and support financial needs. The ideal candidate will have Series 7 certification, a background in financial services, and excellent communication skills. This role allows for remote work, requiring occasional onsite attendance, and involves engaging with clients to provide support and solutions for their complex financial inquiries.

Qualifications

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

Responsibilities

• Engage with customers via inbound calls and provide guidance.
• Deliver efficient resolution for various client situations.
• Identify products to enhance client success and collaborate with consultants.
• Make pro-active outbound calls to communicate resolutions.

Skills

Broad based knowledge of financial planning concepts

Customer service and problem resolution skills

Strong verbal and written communication skills

Time management and organizational skills

Job description

A financial services firm is seeking a Client Support Specialist in the Greater Pittsburgh area to enhance client relationships and support financial needs. The ideal candidate will have Series 7 certification, a background in financial services, and excellent communication skills. This role allows for remote work, requiring occasional onsite attendance, and involves engaging with clients to provide support and solutions for their complex financial inquiries.