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Required Skills and Experience *
*Series 7 license that is NOT expiring within the next 90 days
*Great customer service and communication skills, building rapport with customers
*Understanding of based knowledge of financial planning concepts
*Ability to work in a high inbound call role
Job Description *
We are looking for a Customer Support Specialist to work for a leader in the financial industry. This person will be responsible for making 50-60 inbound client calls each day. The responsibilities will also include scheduling adherences, breaks, and lunches for clients. They will also help find solutions for any complex problems that these Hight Net Worth clients with 250K assets are dealing with. Overall, they will be creating high customer loyalty and provide great customer support!
Contractor
Business Services
$46k-57k (estimate)
06/13/2024
07/11/2024
insightglobal.com
BALTIMORE, MD
500 - 1,000
2001
TYLER HODGINS
$500M - $1B
Business Services
We arent just a staffing company. Were a company that cares for others. It might sound lofty, but it's the idea that gets us up everyday, determined to make it true. Insight Global is a company that people can anchor to in moments of triumph, struggle, and every time in between. Whoever you are and wherever you come from, you matter to us and we have your back. Together, anything is possible.
The job skills required for Customer Support Specialist include Customer Service, Communication Skills, Scheduling, Customer Support, etc. Having related job skills and expertise will give you an advantage when applying to be a Customer Support Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Customer Support Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Customer Support Specialist positions, which can be used as a reference in future career path planning. As a Customer Support Specialist, it can be promoted into senior positions as a Customer Service Representative IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Support Specialist. You can explore the career advancement for a Customer Support Specialist below and select your interested title to get hiring information.
If you are interested in becoming a Customer Support Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Customer Support Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Customer Support Specialist job description and responsibilities
To enhance customer experience, they help customers complete purchases, upgrades/returns and frequently provide necessary technical assistance.
01/27/2022: Johnstown, PA
They are also responsible for conducting surveys on the products or services and communicating customer feedback.
01/30/2022: Chico, CA
A Customer Support Specialist will also replace products or process payment refunds as needed.
01/18/2022: Rockford, IL
They help customers with their queries and complaints.
02/18/2022: Richland, WA
Listen to customer complaints and provide adequate solutions for their problem via phone or email.
02/14/2022: San Diego, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Customer Support Specialist jobs
Communication skills come as pretty much as a given, concerning customer support.
02/15/2022: Troy, NY
Make Connections and Give Compliments.
01/07/2022: Lompoc, CA
Ensure that customers understand the resolution and provide on-going education to customers.
01/11/2022: Spokane, WA
Compile and analyze customer requirements to give the best advice and resolve their query.
02/20/2022: Pensacola, FL
Customer service experience- A thorough knowledge of how to delight customers through strong researching, problem solving and troubleshooting skills.
01/09/2022: Chattanooga, TN
Step 3: View the best colleges and universities for Customer Support Specialist.