Client Support Specialist - Greater Nashville, TN Area (REMOTE)

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🕒 August 23, 2025

🎸 Tennessee – Remote

🎸 Tennessee – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💝 Customer Support

🚫👨‍🎓 No degree required

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skillventory - A Leading Talent Research Firm

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2008

Skillventory is a leading name among top recruitment consultants having clients PAN India. Started in 2008, we feel delighted to state that we helped in shaping the careers of more than 20000 job seekers. We are a full spectrum Manpower Consultancy Firm, fulfilling manpower requirements of businesses by offering the wide range of services from Executive Search, Recruitment, Specialists-on-Contract, HR Automation, Consulting, Outsourcing, and Training. We are easily accessible, reachable and serving clients across India effectively and efficiently, as we are located in 6 major locations of the country, with Workstations in Indore , Mumbai , Ahmedabad ,Bangalore , New Delhi and Pune

📋 Description

• Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests • Deliver efficient and responsive resolution for various client situations • Own the management of the case, research the issue and communicate the solution to the client • Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client • Collaborate with internal business partners to research and resolve complex client requests • Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request

🎯 Requirements

• Series 7 required • Series 63 or ability to obtain within 90 days • 2-3 years of previous financial services experience