Client Support Specialist - Greater Philadelphia, PA Area (REMOTE)

The Role

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Philadelphia, Villanova, Bucks County, Wilmington, Marlton, NJ.

Responsibilities

• Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance
• Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests

Requirements

• Series 7 required
• Series 63 preferred (paid training & support provided)
• 2-3 years of previous experience working in the financial services industry
• Strong technological savvy and comfort with learning how to use new tools

Qualifications

• Broad-based knowledge and understanding of general financial planning concepts
• Proven customer service, client support and problem resolution skills
• Able to effectively influence others and use consultative skills to enrich the customer experience

Skills

• Broad-based knowledge and understanding of general financial planning concepts
• Proven customer service, client support and problem resolution skills
• Able to effectively influence others and use consultative skills to enrich the customer experience

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement
• Generous paid time off and parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Pay

The base salary range for this position is $44,000-80,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

Schedule

This role is fully remote, but requires occasional in-person participation with your peers as an important part of our culture.