Job Information
Insight Global High Net-Worth Customer Service Associate in Overland Park, Kansas
Job Description
We are looking for a Customer Support Associate to work for a leader in the financial industry. This person will be responsible for taking anywhere between 40-60 inbound client calls each day. They will help find solutions for any complex problems that these High Net-Worth clients with $250K+ in assets are dealing with. Majority of the solutions they'll be assisting with are related to the material from the Series 7 Licensing Exam. Overall, they will be creating high customer loyalty and provide great customer support!
* Outbound calls are expected for follow-up as needed.
* Structured/Repetitive environment
* Assist with wire transfers, unique money movement, and rollover requests.
* Consistently deliver efficient, high-quality, and comprehensive service to clients with $250k + assets
* Take ownership in the resolution of simple problems and triage complex situations.
* Accurately perform client assistance with managed accounts and other complex trades
o SALARY: $52,500 - $57,500 + $10K variable bonus paid out quarterly ($2,500 paid out every 3 months) , Total compensation: $62,500 - $67,500
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .
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Skills and Requirements
* Active Series 7 license
* Active Series 63 license or a Series 66 as it replaces 63 & 65.
* Trading experience -- can be personal trades or for a financial institute. null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.