Client Service Support Specialist

VirtualVocations
Chattanooga, Tennessee, United States
Full-time

A company is looking for a Client Service Support Specialist to support existing clients with operational inquiries.Key ResponsibilitiesService client needs via inbound / outbound calls and email inquiriesLiaise with clients, Wealth Advisors, Operations Team, and broker-dealer custodianProvide exceptional customer service and follow up on inquiriesRequired Qualifications and EducationHS Diploma or GED required;

Bachelor's Degree preferredMinimum of 2 years' experience in financial servicesStrong understanding of operational and investment needs of customersKnowledge of current financial markets and retirement account operations

9 hours ago
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