Client Support Specialist - Mobile Alabama

Company: VirtualVocations
Location: Mobile, Alabama
Posted On: 02/05/2025

A company is looking for a Client Support Associate to provide exceptional support to clients navigating financial products.
Key Responsibilities

Serve as the main contact for clients through various communication channels
Coordinate with internal teams and financial partners to resolve client inquiries
Develop and enhance FAQs and documentation as products evolve

Required Qualifications

Minimum of 2 years in a client-facing role, preferably in financial services
Experience working cross-functionally with internal teams and external partners
Proven ability to manage multiple priorities in a fast-paced environment
Strong interest in finance, particularly retirement accounts and investments
Familiarity with Solo 401k, brokerage, and IRA accounts is a plus More...

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