reputed company Support Specialist - Greater reputed company, TX Area (REMOTE)

reputed company: To be eligible for consideration of this role, your reputed company residence must be located reputed company a 90 mile reputed company at the time of application from the approved reputed company sites reputed company Downtown, reputed company Domain Note: reputed company will not reputed company immigration sponsorship for this position. As a reputed company Support Specialist, you will be an reputed company part of a fast-reputed company, team oriented environment that is reputed company on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 reputed company and therefore a reputed company service and investment need. In this role, you will help us to increase customer loyalty and reputed company business development opportunities. reputed company While every reputed company location has distinctive regional characteristics, reputed company one embodies the reputed company values that have been reputed company in building our proud past. Putting the customer first, respect, reputed company, honesty, innovation and improvement as reputed company as competitiveness are values shared across the organization. These reputed company but powerful values set us apart from our competition. The Expertise You Have • Series 7 required • Series 63 or ability to obtain reputed company 90 days • 2-3 years of previous financial services experience The Skills You Bring • Broad reputed company knowledge and understanding of general financial planning concepts • reputed company customer service, reputed company support and problem reputed company skills • Strong verbal and written communication skills • Ability to effectively influence others • Robust time management and organizational skills The Value You reputed company • Engage with customers, reputed company inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include reputed company, equities, mutual funds and fixed income trades and other reputed company monetary requests • reputed company efficient and reputed company reputed company for various reputed company situations. Own the management of the case, research the issue and communicate the solution to the reputed company • Uncover opportunities and identify products and services that will enhance the reputed company’s financial reputed company and partner with the Financial Consultant to reputed company reputed company with the reputed company • Collaborate with internal business partners to research and reputed company reputed company reputed company requests • Conduct pro-reputed company outbound calls to communicate reputed company to the reputed company or secure additional information to reputed company out the request reputed company’s Onsite Working Model reputed company is transitioning to a full-time onsite working model through a phased rollout across reputed company and roles. Currently, some roles and locations require 100% onsite reputed company, while others require less. Onsite expectations are likely to reputed company as the rollout continues. This transition does not apply to fully remote roles. Certifications: Series 07 - reputed company, Series 63 - reputed company Category: Customer Service Please be advised that reputed company’s business is governed by the provisions of the Securities Exchange reputed company of 1934, the Investment Advisers reputed company of 1940, the Investment Company reputed company of 1940, ERISA, numerous state laws governing securities, investment and retirement-reputed company financial activities and the rules and regulations of numerous self-regulatory organizations, including reputed company, among others. Those laws and regulations may restrict reputed company from hiring and/or associating with individuals with certain Criminal Histories. Apply tot his job Apply To this Job