Client Service Support Specialist
Company: VirtualVocations
Location: Downey
Posted on: April 4, 2025
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Job Description:
A company is looking for a Client Service Support Specialist to
assist clients with operational inquiries.
Key Responsibilities
Service existing client needs via inbound/outbound calls and email
inquiries
Liaise with clients, Wealth Advisors, Operations Team, and
broker-dealer custodian regarding operational inquiries
Deliver a responsive client experience by taking ownership and
providing accurate information
Required Qualifications
HS Diploma or GED required; Bachelor's Degree preferred
Minimum of 2 years' experience in financial services
Strong customer service background with an understanding of
operational and investment needs
Knowledge of current financial markets and retirement account
operations
Keywords: VirtualVocations, San Diego , Client Service Support Specialist, Other , Downey, California
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