(Enter skills, job title, etc.)

Tech Support

Job Title:

Tech Support


Franklin, TN


Customer Service


6 Months+

Job Description:

actively recruiting for an Ops Client Services Specialist to join our team in Nashville, TN. The Operations Client Services Specialist is a representative in the Client Services team supporting internal and/or external Wealth Management Americas clients in the areas of Client Support, Branch Support, Product Support and/or Key Segments.

Primary responsibilities: Answer inbound calls from our internal and external clients. Assist external clients with the Firm's website registration or navigation, credit card activations, and provide education about the processes and procedures associated with their account. Provide support and guidance with internal clients involving the maintenance of the Client's accounts associated with the Firm's investment products and providing estimated time frames for requests to be completed.

Job Requirements:

Skills Required: 
• Financial services/banking/ brokerage experience preferred
• Exceptional phone conversation skills 
• Able to perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks
• Strong organizational skills, attention to detail, and excellent follow-up skills
• Ability to be self-motivated and succeed in a team atmosphere 
• Candidates must have flexibility in work schedule 
• Superior customer-centric focus, with proven ability to thoroughly resolve customer

Skills Desired:
• Bachelor degree is preferred
• Background in financial services
• Four year degree in related field
• Series 7 & 63 licenses preferred

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