Client Support Specialist Position Available In Lee, Mississippi
Tallo's Job Summary: The Client Support Specialist position involves greeting clients, answering calls, scheduling appointments, assisting with onboarding, and handling service requests. The role requires an Associate/Bachelor's degree or equivalent experience, strong communication skills, and proficiency in Microsoft software. The ideal candidate should be driven, adaptable, and able to work collaboratively in a fast-paced environment.
Company:
Unclassified
Salary:
—
Job Description
Key Responsibilities
- Greet clients with a warm smile and great personality
- Answer and direct incoming calls; maintain clear communication with clients
- Schedule appointments and ensure timely follow-ups
- Assist with new client onboarding and account setup (Traditional, Roth, 529, etc.)
- Process investment check deposits and follow up on client forms
- Handle service requests, prepare forms, and communicate updates to clients
- Assist in resolving client issues and document in Client Relationship Manager (Redtail)
- Coordinate with Senior Client Support Specialist with complex tasks and client inquiries
- Plan and manage annual client events and assist with marketing efforts that include social media and website updates
- Participate in weekly team meetings and assist with review summaries. Qualifications
- Associate/Bachelor’s degree or equivalent experience
- FINRA Securities license is not required but considered a plus
- Life and Health insurance license is not required but considered a plus
- 2+ years of administrative experience preferred with the desire to learn
- Strong professionalism, confidentiality, and communication skills
- Ability to collaborate with colleagues and clients
- Excellent organizational and technology skills
- Experience with Microsoft software suite
- Ability to prioritize tasks and make sound decisions
- Successful completion of FBI fingerprinting and pre-employment drug screening. Expectations
- Candidate must be driven and eager to grow and advance within the firm
- Work collaboratively in team settings to address complex client issues
- Adapt to a fast-paced, dynamic environment while meeting deadlines
- Maintain professionalism, confidentiality, and high standards
- Provide accurate answers to client inquiries; consult with senior team members as needed
- Demonstrate flexibility and a positive, service-oriented attitude
- Thrive in a small office environment with a strong work ethic. Physical Requirements
- Frequently sit, talk, or hear; occasionally stand, walk, or reach
- Lift or move up to 20 pounds occasionally
- Specific vision requirements: close vision, dept perception, and focus
- Reasonable accommodations may be made for individuals with disabilities.
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