Client Service Support Specialist

Company: VirtualVocations
Location: Irvine
Posted on: November 15, 2024

Job Description:

A company is looking for a Client Service Support Specialist to support existing clients with operational inquiries.

Key Responsibilities

Service client needs via inbound/outbound calls and email inquiries
Liaise with clients, Wealth Advisors, Operations Team, and broker-dealer custodian
Provide exceptional customer service and follow up on inquiries

Required Qualifications and Education

HS Diploma or GED required; Bachelor's Degree preferred
Minimum of 2 years' experience in financial services
Strong understanding of operational and investment needs of customers
Knowledge of current financial markets and retirement account operations

Keywords: VirtualVocations, La Mesa , Client Service Support Specialist, Other , Irvine, California

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