Client Support Specialist

The Client Support Specialist is responsible for answering incoming customer inquiries, solving customer issues, and escalating cases to tier two teams or management when necessary. They handle cases related to at least ten major areas of the the company platform. They demonstrate a commitment to customer satisfaction and maintain high levels of call quality and professionalism. The Client Support Specialist consistently meets or exceeds the efficiency standards set forth by the company and displays ownership when handling customer requests.

Job Responsibilities

• Answers a large volume of service calls, chats, or emails of increasing complexity regarding the company applications within a call center environment
• Provides technical and planning product support to advisors
• Assist advisors with financial planning scenarios within the the company platform
• Keep abreast of new features and functionality on all production sites of the company
• Keep abreast of financial planning industry laws and trends
• Identify customer needs, clarify information, research every issue, and provide solutions
• Meet personal and team quantitative and qualitative targets
• Log all appropriate details of interactions in a comprehensible way
• Attends all trainings and successfully completes all assignments to familiarize themselves with the the company platform and Client Support policies and procedures
• May review emails and processes administrative requests
• Competently answers questions and resolves customer issues
• Escalates complex issues to tier two teams when necessary
• Stays up to date on system releases, new features, bugs
• Maintains high levels of call quality and professionalism
• Overtime may be expected depending on the needs of the business
• Meets efficiency standards set forth by the company

Requirements

• 2+ years of experience in a call center/customer service/support role or relevant experience, including commensurate internal experience
• Bachelor’s Degree or relevant experience
• Experience with web applications
• Familiar with financial concepts and terms
• Strong problem solving skills

Skills

• Excellent communication and interpersonal skills, including the ability to communicate effectively to both technical & non-technical audiences
• Ability to clearly communicate complex issues in an understandable manner
• Ability to work independently and as part of a geographically dispersed team
• Must be self-motivated and know when to escalate or seek guidance
• Ability to manage multiple projects and tasks simultaneously
• Detail-oriented and able to accomplish a wide variety of tasks in a fast-paced environment
• Working knowledge of MS Office suite including, Outlook, Excel, Word, Power Point
• Strong interpersonal and verbal/written communication skills
• Strong organization skills and time management skills
• Able to keep an even temperament and provide a pleasant service experience
• Experience using SalesForce/CRM program a plus
• Bi-lingual/Spanish speaking a plus
• Knowledge of the following topics is a plus: investment planning, retirement planning, life insurance planning, education planning, estate planning

The salary range for this position is $48,000 - $61,000; commensurate salary to be determined based on skills, professional background and expertise.  This position is also eligible, pursuant to applicable the company policies, for the annual bonus program, retirement contributions, health insurance, sick leave, parental leave and paid time off.

At the company, we’re powering what’s possible in financial planning. Our mission is to help people talk about money and make more informed financial decisions. Through our comprehensive financial planning solutions, we help advisors bring clarity to complex decisions and deliver more personalized guidance.

Today, the company supports more than 138,000 financial professionals who guide the financial lives of over 7 million end clients. That reach gives every member of our team the opportunity to contribute to work that makes a meaningful, lasting impact.

We’re equally committed to powering what’s possible for our people. We foster an inclusive, people-first culture where diverse perspectives are valued, innovation is encouraged, and employees are supported in doing their best work.

The company is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.