What are the responsibilities and job description for the Finance Associate position at Insight Global?
We are 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!
- They need to do 50 inbound phone call to clients
- Structured/Repetitive environment
- Consistently deliver efficient, high-quality, and comprehensive service to clients with $250k assets
- Take ownership in the resolution of simple problems and triage complex situations
- Accurately perform client assistance with managed accounts and other complex trades
Requirements:
- Series 7 license that is NOT expiring within the next 90 days
- Need to live within a 90 mile radius of the site location
- Great customer service and communication skills, building rapport with customers
- Understanding of based knowledge of financial planning concepts
- Ability to work in a high inbound call role
- Desire to grow long term with the company
- Comfortable with the shift requirements below
SALARY: 52,500K-57,500K 10K variable bonus paid out quarterly ($2,500 paid out every 3 months) | Total compensation: 62,500K-67,500K
Salary : $2,500
