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

Job reputed company: To be eligible for consideration of this role, your primary residence must be located reputed company a 90 mile radius at the time of application from the approved reputed company sites listed below: reputed company Memorial, Friendswood, Highland Village, reputed company (Fannin), Katy Champion Forest As a reputed company Support Specialist, you will be an reputed company part of a fast-paced, 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 drive 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 based knowledge and understanding of general financial planning concepts • Proven 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 Deliver • 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 specialized monetary requests Certifications: Series 07 - reputed company, Series 63 - reputed company Category: Customer Service reputed company’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business reputed company and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (reputed company business days, M-F) in a reputed company office. 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