Client Solutions Specialist
United States
Full Time
1 week ago
$35 - $40 USD
H1B Sponsor
Key skills
Communication
About this role
Role Overview
- Provide Senior National Financial Solution Advisors with ad-hoc inbound brokerage support
- Connect regularly with FSAs to build relationships
- Conduct outreach to FSA clients to set up and confirm appointments
- Partner with support teams to conduct in-depth research and resolution of complex situations
Requirements
- Demonstrated ability to deliver high‑quality brokerage and operational support
- Strong communication skills
- Proven ability to prioritize and manage multiple tasks
- Strong critical‑thinking and problem‑solving skills
- Customer‑focused mindset
- Ability to follow established policies, procedures, and regulatory guidelines
- High level of emotional intelligence
- Proficiency with written and oral communication
Benefits
- Discretionary incentive eligible
- Employees are eligible for an annual discretionary award
- Industry-leading benefits
- Access to paid time off
- Resources and support to contribute to sustainable growth