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Client Support Specialist

Job not on LinkedIn

đź•’ August 23, 2025

🏢🏡 Tampa – Hybrid

⏰ Full Time

🟢 Junior

🟡 Mid-level

đź’ť Customer Support

🚫👨‍🎓 No degree required

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Logo of skillventory - A Leading Talent Research Firm

skillventory - A Leading Talent Research Firm

WebsiteLinkedIn

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

đź“‹ Description

• Engage with customers via inbound calls, respond to inquiries, and provide product and service guidance • Process customer requests including options, equities, mutual funds, fixed income trades and other monetary requests • Maintain and strengthen relationships with high-net-worth clients to support business development opportunities

🎯 Requirements

• Series 7 required • Series 63 preferred (paid training & support provided) • 2-3 years of previous experience in the financial services industry • Strong technological savvy and comfort with learning how to use new tools • Proven customer service, client support and problem resolution skills • Ability to effectively influence others and use consultative skills to enrich the customer experience • Certifications: Series 07 - FINRA, Series 63 - FINRA

🏖️ Benefits

• Competitive total rewards package • Stable base salary • Benefit programs designed to help you and your family strike the right balance • Paid training & support provided for Series 63 (preferred)

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