Remote Wealth Client Support Specialist

Soteria Reinsurance Ltd.; Austin (TX); Remote; USD 55,000 - 75,000; Full time

Job summary

A financial services firm is seeking a Client Support Specialist in the Greater Austin area. This role involves engaging with high net worth clients, providing product guidance, and managing client inquiries. Applicants must have Series 7 certification and 2-3 years of financial services experience. The company emphasizes customer service and relationship building, contributing to business development opportunities. This position is remote but may require occasional onsite presence.

Qualifications

• Series 7 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.
• Provide product and service level guidance.
• Process transactions for various financial products.
• Deliver efficient resolution for client situations.
• Conduct pro-active outbound calls for resolutions.

Skills

Customer service skills

Problem resolution skills

Verbal communication skills

Written communication skills

Time management

Organizational skills

Education

Series 7 certification

Series 63 certification or ability to obtain

2-3 years of financial services experience

Job description

A financial services firm is seeking a Client Support Specialist in the Greater Austin area. This role involves engaging with high net worth clients, providing product guidance, and managing client inquiries. Applicants must have Series 7 certification and 2-3 years of financial services experience. The company emphasizes customer service and relationship building, contributing to business development opportunities. This position is remote but may require occasional onsite presence.