We are looking for a Customer Support Associate to work for a leader in the financial industry. This person will be responsible for taking anywhere between 40-60 inbound client calls each day. They will help find solutions for any complex problems that these High Net-Worth clients with $250K+ in assets are dealing with. Majority of the solutions they'll be assisting with are related to the material from the Series 7 Licensing Exam. Overall, they will be creating high customer loyalty and provide great customer support!
* Outbound calls are expected for follow-up as needed.
* Structured/Repetitive environment
* Assist with wire transfers, unique money movement, and rollover requests.
* 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
o SALARY: $57,000 - $62,500 + $10K variable bonus paid out quarterly ($2,500 paid out every 3 months) , Total compensation: $67K - $72,500
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 opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their 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 or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
HR@insightglobal.com.
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Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.