Financial Services Support Associate

$47,840 - $47,840/Yr

Randstad - Exton, PA

Full-time - Entry Level

Remote - Exton, PA

Administrative and Support Services

About the position

The Financial Client Support Specialist role is designed for client-focused professionals who excel in communication and possess a strong understanding of financial services. This hybrid position combines remote work with in-office responsibilities, allowing specialists to provide high-quality support to clients while managing investment accounts and transactions. The role emphasizes problem-solving, technical proficiency, and a commitment to continuous learning in the financial sector.

Responsibilities

• Respond to inbound client inquiries via phone, assisting with investment accounts, processing transactions, and resolving account-related issues with professionalism.
• Provide guidance on various account types, such as IRAs, individual accounts, and trusts, ensuring compliance with applicable rules and regulations.
• Use a consultative approach to position products and services that meet client needs, documenting all interactions thoroughly in case notes.
• Execute administrative tasks associated with client requests, ensuring follow-up actions are completed accurately and efficiently.
• Participate in training and professional development opportunities to remain knowledgeable about financial products and services.

Requirements

• Strong aptitude for learning new software systems and a passion for continuous improvement.
• Proven ability to adapt to change and remain flexible in a dynamic work environment.
• High degree of self-motivation, organization, and efficiency in managing multiple responsibilities.
• Basic familiarity with financial concepts and a willingness to gain in-depth industry knowledge.

Nice-to-haves

• Experience in the financial services industry.
• Familiarity with investment products and account types.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Short-term disability
• Life insurance
• 401K options
• $80/month stipend for internet costs
• Opportunities for overtime based on business needs
• Training and mentorship to become a subject matter expert in the financial services industry.