Customer Support Specialist

Triad Investment Management is an employee-owned, fiduciary Registered Investment Adviser based in Newport Beach, California. We specialize in providing independent and personalized financial guidance to pre-retirees, retirees, and business owners. Our comprehensive approach integrates investments, taxes, and estate planning, aligning financial strategies with clients’ goals, values, and lifestyles. With an emphasis on long-term relationships, we continually update strategies to adapt to clients' evolving needs, helping them achieve financial clarity and security.

This is a full-time, on-site role for a Customer Support Specialist based in Newport Beach, CA. The Customer Support Specialist will be responsible for providing exceptional customer service, resolving client inquiries, and ensuring customer satisfaction. Day-to-day tasks include addressing client concerns, assisting with technical support, maintaining client records, and collaborating with team members to enhance the overall client experience. The Specialist will play a key role in building and maintaining strong relationships with clients by providing personalized support and solutions.

• Strong skills in Customer Support, Customer Satisfaction, and a client-focused mindset.
• Excellent Interpersonal Skills and the ability to communicate effectively with clients and team members.
• Proficiency in Technical Support and the ability to troubleshoot and resolve issues efficiently.
• Analytical Skills to assess client needs, solve problems, and deliver tailored solutions.
• Detail-oriented with strong organizational skills and the ability to handle multiple tasks simultaneously.
• Proficiency in CRM software and other support tools, as well as basic computer skills.
• Prior experience in a customer-facing role, preferably in the financial services industry.
• Bachelor's degree in Business, Finance, or a related field is preferred.