reputed company Support Specialist - San Antonio, TX Area
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:
Edina, Oakdale, Minnetonka, Brookfield, Middleton
As a reputed company Support Specialist, you will be an integral 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.
The Team
While every reputed company location has distinctive regional characteristics, reputed company one embodies the core 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
Deliver 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 discuss with the reputed company
Collaborate with internal business partners to research and resolve 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
Certifications:
Series 07 - reputed company, Series 63 - reputed companyCategory:
Customer ServicePlease 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.
Originally posted on Himalayas
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