Client Specialist (Lake Mary)

Required Skills & Experience

• 5-10 years of Client Service experience within Wealth Management or brokerage services

• Experience managing financial client’s inquiries ranging from simple to complex requests.

• Bachelor’s Degree or equivalent work experience

• Microsoft Office (Word, PowerPoint, Excel, OneNote)

• Professional written and verbal communication

Nice to Have Skills & Experience

• CRM or Salesforce background (client uses Microsoft Dynamics)

• SIE securities exam, Series 7, 63, or FINRA licenses

• NetX360 Experience

• Worked at similar companies such as Charles Schwab, Fidelity, TD Ameritrade

Job Description

One of Insight Global's top clients in the Banking Industry is looking for a Client Service Representative II to sit on site 4 days a week in Lake Mary, FL. The Client Service team works with external clients to resolve the most complex day-to-day issues and leverages the appropriate resources to resolve their inquiries. They are responsible for the front-line communication and support of clients’ requests, mainly via telephone, email, or chat. They will also be responsible for building both internal partnerships as well as external relationships with the clients. Client inquiries can range from account maintenance requests such as: checking on an account status, helping with a password reset, audit trail, etc., to more complex client issues such as: cost basis issues, wash sales, trying to open an account in a foreign country, etc. The ideal candidate is someone who has a background in Client Service within a Financial Services, Wealth Management, or Brokerage environment. These individuals must be comfortable multitasking in a fast-paced work environment, be able to do their own research or ask for help if they do not understand a client request and be able to provide top-notch professional communication and support to their clients.

• Providing support to major clients in addressing and resolving complex operational and technical issues and ensuring requests are executed.

• Uses developed communication skills to deliver high quality service to a specialized client base.

• Provides key individuals at assigned clients information related to the company's products and services representing a broad array of lines of business and geographies and leverages an in-depth understanding of broader services and offerings.

• Proactively assists clients in reviewing potential business needs and facilitates introductions to the appropriate resources.

• Uses broad understanding of products and services to best propose expanded offerings to clients for front office consideration.