Inclusively is partnering with a financial services company to hire a Client Service Specialist- Onsite (HYBRID).

ABOUT INCLUSIVELY:

Inclusively is a digital tech platform that connects candidates with disabilities, who may benefit from workplace accommodations, to inclusive employers. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD). Applicants with one or more of these conditions are encouraged to apply; Inclusively does not require applicants to disclose their specific disability.

What you'll do:

• Build relationships with the financial advisors, clients and associates
• Consider ways to compliment and contribute to the Financial Advisor's efforts
• Provide solutions in response to all incoming correspondence from clients
• Coordinate multiple associate education classes and programs
• Contribute to the success of HQ Investment Services by participating and supporting new initiatives, projects, or process changes
• Complete necessary training to stay up to date on the firms changes and regulatory information necessary for the job

***Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.***2 years experience in operations and/or sales support position preferred.
Strong customer service/administrative experience working in the financial services industry preferred.
Excellent verbal and written communication skills
Ability to respond and adapt to clients and peers with appropriate tone, organized thoughts, and confidence
Ability to respond to written correspondence in a clear, succinct manner using correct grammar, spelling and format
Organizational and time management skills with ability to multi-task and follow up appropriately to take issues to resolution
Capable of working in a fast paced, team-oriented environment, quickly learning and applying new information
Bachelor's degree is preferred

• 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work® data as of March 2022. Compensation provided for using, not obtaining, the rating. It was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
• 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating. It has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No. 45.
• 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.For the 23rd time, it has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine. It ranked No. 35 on the prestigious 2022 list.

2022 Best Places to Work For LGBTQ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating. It scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ Equality.

Job Type: Full-time

Pay: $39,417.00 per year

Schedule:

• Monday to Friday

Work Location: Remote