Work remotely as a Client Support Specialist serving clients with significant financial portfolios, providing guidance and support tailored to their unique needs. This role is ideal for someone with a strong foundation in financial services and a commitment to delivering accurate, timely assistance.
Key Responsibilities
- Respond to incoming calls from clients, addressing questions and offering clear, informed guidance on financial products and services
- Process a variety of transactions, including trades in equities, mutual funds, fixed income, and options
- Manage specialized financial requests with precision and compliance
- Build lasting relationships with clients who have assets ranging from $250,000 to $1 million
- Identify opportunities to support business growth through proactive client engagement
- Support client retention by delivering consistent, reliable service
Qualifications
- Must reside within 90 miles of Indianapolis or Carmel at the time of application
- Hold a valid Series 7 license
- Series 63 license or the ability to obtain it within 90 days
- 2–3 years of experience in financial services
- Strong understanding of financial planning principles
- Proven ability to resolve client issues and communicate effectively
- Skilled in time management, organization, and influencing outcomes positively
Work Environment
This is a remote position with a geographic requirement: candidates must live within 90 miles of designated locations in Indiana. The role supports a culture centered on integrity, respect, client focus, and continuous improvement.
Compliance Note
Certain regulatory standards apply due to the nature of financial services work, and employment may be subject to restrictions based on criminal history in accordance with federal and state financial regulations.
