Wealth Sales Support – Service Specialist

🕒 June 7

🚗 Michigan – Remote

🚗 Michigan – Remote

💵 $17 - $26 / hour

⏰ Full Time

🟢 Junior

🤑 Sales

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Flagstar Bank

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🏦 Banking

💸 Finance

🏠 Real Estate

Banking • Finance • Real Estate

Flagstar Bank is a diversified commercial bank focused on building relationships to help clients on their financial journeys, whether for personal or business needs. The bank offers a wide range of financial services including personal and business banking, loans, mortgages, wealth management, and investment services. Flagstar is committed to community involvement and meeting the banking needs of diverse neighborhoods, including low- and moderate-income areas, while promoting diversity, equity, and inclusion within its operations.

📋 Description

• Provide administrative support to Financial Consultants • Schedule appointments for account reviews • Interact directly with clients on service inquiries • Process transactions related to client accounts • Prepare financial reports to track team(s) progress to goal • Identify, research, analyze, and resolve customer account issues • Support Financial Consultant(s) with the work the book strategy • Manage FC(s) calendar for appointments and meetings

🎯 Requirements

• High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent • 1+ Years experience as an administrative assistant or comparable investment & insurance industry position • Proven customer service skills • Strong written and verbal communication skills • Excellent skill levels with Microsoft Office including MS Word, MS Excel, PowerPoint • Life, Health, and Accident license preferred within 6 months of hire • Variable Annuity license preferred within 12 months of hire • Series 7 license preferred within 12 months of hire • Series 63 or Series 66 license preferred within 90 days of passing Series 7

🏖️ Benefits

• medical, dental, vision, life, and disability insurance • comprehensive leave program