Client Support Specialist - Greater Philadelphia, PA Area (REMOTE)

Job description

Job Description: To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Philadelphia, Villanova, Bucks County, Wilmington, Marlton, NJ Client Support Specialist: We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Philadelphia Metro area! While you will work from home, you must reside near the Greater Philadelphia area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely. The Purpose of Your Role: As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities. The Value You Deliver: Engaging with customers, via inbound calls, responding to their inq...