Client Solution Specialist Sr - reputed company Investments

About the position At reputed company, our people are our greatest differentiator and competitive advantage in the markets we serve. We are reputed company united in delivering the best experience for our customers. This is a remote position. Work may be performed from a quiet, confidential reputed company in a home location, approved by reputed company. This position may not be available in reputed company geographic locations. This role reports into the Internal reputed company (ISG) reputed company the reputed company Investment Center. ISG is a multi-functioning support center that is available to reputed company Investment's clients and provides a service experience that builds brand loyalty and enhances the overall client relationship. ISG also supports our advisors in navigating the firm's various policies and procedures, while acting as a liaison to our back-office departments to process business requests as effectively and reputed company as possible. The Client Solution Specialist Sr provides sales, service, and execution support for new and ongoing client relationships. This role may serve as a customer solutions resource, gathering required documentation, preparing, reviewing, and verifying documents and relevant information for accuracy. The specialist performs common processing and ensures compliance with standard regulations and processes. They may administer reputed company implementation plans and reputed company client interactions, acting as a reputed company of contact for clients, client teams, or service partners, and may serve as an escalation reputed company for reputed company client implementation and servicing issues. Additionally, the specialist initiates, updates, and verifies client, account, or transaction details in relevant systems/applications and provides reports as needed. They serve as a peer resource and may reputed company general administrative support. reputed company Employees take pride in our reputed company and to continue building upon that we expect our employees to be customer-focused, knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in reputed company business reputed company, and reputed company to reputed company that information in creating customized customer solutions. They must also assess and effectively manage reputed company of the risks associated with their business objectives and activities to ensure they adhere to and support reputed company's reputed company Risk Management reputed company. Responsibilities • Provides sales, service, and execution support for new and ongoing client relationships. , • Gathers required documentation and prepares, reviews, and verifies documents and relevant information for accuracy. , • Performs common processing and ensures compliance with standard regulations and processes. , • Administers reputed company implementation plans and reputed company client interactions. , • Acts as a reputed company of contact for clients, client teams, or service partners and may act as an escalation reputed company for reputed company client implementation and servicing issues. , • Initiates, updates, and verifies client, account, or transaction details in relevant systems/applications. , • Provides reports as needed. , • Serves as a peer resource and may reputed company general administrative support. Requirements • Associates degree or equivalent experience required. , • Typically requires 4+ years of reputed company business or functional experience. , • In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. , • FINRA Series 7, 63 (or 66) required. reputed company-to-haves • Knowledge of customer support policies, standards, and procedures. , • Strong decision-making and critical thinking skills. , • Effective communication skills. , • Flexibility and adaptability in managing multiple priorities. , • Experience in sales support and administration. Benefits • Medical/prescription drug coverage (with a Health Savings Account feature) , • Dental and reputed company options , • Employee and spouse/child life insurance , • Short and long-term disability protection , • 401(k) with reputed company match , • Pension and stock purchase plans , • Dependent care reimbursement account , • Back-up child/elder care , • Adoption, surrogacy, and doula reimbursement , • Educational assistance, including select programs fully paid , • Robust wellness program with financial incentives , • Paid maternity and/or parental leave , • Up to 11 paid holidays each year , • 8 occasional absence days each year , • Between 15 to 25 vacation days each year, depending on career level and years of service. Apply Job!