Financial Client Support Specialist jobs in United States
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Phoenix Financial Services · 5 days ago

Financial Client Support Specialist

positionParamus, NJ
timeFull-time
remoteOnsite
seniorityEntry Level
money$40K/yr - $50K/yr
date1+ years exp

Phoenix Financial Group is a leading force in Banking & Finance, driving innovation and client success. As a Customer Relations Specialist, you will be the first point of contact for clients, ensuring exceptional service and support throughout their financial journey while managing client interactions and providing administrative support to financial advisors.

Financial ServicesVenture Capital

Responsibilities

Serve as the primary point of contact for client inquiries via phone, email, and in-person interactions
Assist with client onboarding, ensuring all paperwork is accurate and complete
Schedule and confirm client meetings, appointments, and reviews
Follow up on post-sales service requests to ensure client concerns are addressed promptly
Provide administrative support to financial advisors, including document preparation and data entry
Ensure a seamless and positive experience for all clients by fostering trust and efficiency

Qualification

Customer service experienceMicrosoft Office proficiencyCRM software experienceLife & Health licenseCommunication skillsTeam playerConfidentiality

Required

Minimum 1 year in a customer service, administrative, or client-facing role (financial services experience is a plus)
High school diploma required
Proficiency in Microsoft Office (Word, Excel, Outlook); experience with CRM software is a plus
Excellent verbal and written communication skills with a professional and friendly demeanor
Works well in a collaborative team environment while also taking initiative independently
Ability to handle sensitive client information with discretion

Preferred

Life & Health license is preferred
Associate or bachelor's degree preferred

Benefits

Annual Base Salary + Commission
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan

Company

Phoenix Financial Services

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Phoenix Financial Services is a full service financial services company headquartered in New York
dateFounded in 2006
location
New York, New York, USA
people-size51-200 employees
web-link
http://www.phoenixinc.com

Funding

Current Stage
Growth Stage

Recent News

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Company data provided by crunchbase