Wealth Sales Support & Client Service Specialist

Flagstar; Village of Bellerose (NY); On-site; USD 48,712,000 - 74,724,000; Full time

Job summary

Flagstar in Bellerose, NY is seeking a Wealth Sales Support & Service Specialist to provide administrative support to Financial Consultants, manage appointments, handle service inquiries, and prepare client and performance reports.

The role requires strong communication, organization, and teamwork, with licenses preferred within the first year and opportunities to grow within Flagstar’s Investment & Insurance Division.

Qualifications

• Education: High School / GED or foreign equivalent.
• Minimum 1+ year administrative experience in investment/insurance or related field.
• Experience with client service and banking systems is preferred.

Responsibilities

• Identify and resolve customer account issues with accuracy.
• Support Financial Consultants to schedule client appointments and manage the book of business.
• Prepare internal financial reports and communications for branch teams.
• Educate retail staff on product offerings, sales initiatives, and execution strategies.
• Maintain knowledge of products, services, and related technology.

Skills

Customer service

Communication

Organization

Teamwork

Microsoft Office

Education

High School / GED

Tools

MS Word

MS Excel

PowerPoint

Job description

Flagstar in Bellerose, NY is seeking a Wealth Sales Support & Service Specialist to provide administrative support to Financial Consultants, manage appointments, handle service inquiries, and prepare client and performance reports.

The role requires strong communication, organization, and teamwork, with licenses preferred within the first year and opportunities to grow within Flagstar’s Investment & Insurance Division.