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Client Support Specialist

workfromhome • Posted 4 days ago
Remote Full Time Office and Administrative Support Occupations

Supporting top producers remotely, the full-time Registered Principal Support Specialist will monitor and respond to inquiries, function as a sales partner to assigned Securities Representatives, and collaborate with management on departmental improvements. Key responsibilities: Monitor and respond to telephone inquiries from top producers Collaborate with assigned Securities Representatives as a sales partner Work with management to recommend and implement departmental changes and enhancements Required qualifications: Bachelor's Degree (preferred) or 3 years of work experience in the Securities Industry Series 6 and 26 or 7 and 24 licenses required or obtainable through a learning agreement Knowledge of individual securities and market dynamics preferred Excellent PC computer skills Ability to manage multiple priorities and adapt to changes efficiently

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