Job Description

　　Insight Global is looking for a Customer Support Specialist to work for a leader in the financial industry. This person will be responsible for making 50-60 inbound client calls each day. The responsibilities will also include scheduling adherences, breaks, and lunches for clients. They will also help find solutions for any complex problems that these Hight Net Worth clients with 250K+ assets are dealing with. Overall, they will be creating high customer loyalty and provide great customer support.

　　Field 50-60 inbound client calls

　　Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance

　　Assist with transaction/problem resolution for high-net-worth clients who have assets of $250,000 to $1M

　　Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests

　　Skills and Requirements

　　To be eligible for consideration of this role, your primary residence must be located within a 90 miles of Henderson, NV

　　Hold an ACTIVE Series 7 license

　　2-3 years of previous experience working in the financial services industry

　　Broad-based knowledge and understanding of general financial planning concepts

　　Proven customer service, client support and problem-resolution skills Series 63 License null

　　We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].