Financial Services Support Specialist, Customer Care & Licensing Pathways
Overview
Own a customer care role supporting advisors and investors at scale within a structured environment. You will engage in an onboarding program, expand call types over 18 months, and collaborate with internal partners to resolve inquiries. You will handle 25-30 daily interactions in a team setting and have opportunities to pursue financial industry licensing. This position emphasizes client focus, teamwork, and ongoing learning to improve service delivery.
What You'll Do8
- 1Build a world-class customer service experience for financial professionals
- 2Collaborate with internal service partners to resolve caller inquiries
- 3Navigate onboarding and training to expand call type coverage
- 4Handle 25-30 call interactions per day with accuracy and courtesy
- 5Participate in regular manager touchpoints to ensure success
- 6Support ongoing coaching and training to grow in role
- 7Develop familiarity with financial industry licensing options when available
- 8Contribute to a fast-paced, collaborative team environment
Requirements8
- 11-3 years of customer service experience
- 2SIE or able to obtain in the first 60 days
- 3High School diploma or equivalent
- 4General computer savviness and ability to navigate multiple applications
- 5Strong probing question and active listening skills
- 6Interpersonal skills to foster rapport during calls
- 7Willingness to take ownership to provide accurate resolutions
- 8Learning mindset to respond to coaching and training
Salary Insight
$44 - $73k per year
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