Job Information
Insight Global High Net Worth Associate in Charlotte, North Carolina
Job Description
A client of Insight Global is looking for a High Net Worth Associate. We are looking for a Customer Support Specialist to work for a leader in the financial industry. This person will be responsible for making 50-60 inbound client calls each day. The responsibilities will also include scheduling adherences, breaks, and lunches for clients. They will also help find solutions for any complex problems that these Hight Net Worth clients with 250K+ assets are dealing with. Overall, they will be creating high customer loyalty and provide great customer support!
Field 50-60 inbound client calls
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance
Assist with transaction/problem resolution for high-net-worth clients who have assets of $250,000 to $1M
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Base salary and quarterly variable bonus
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
To be eligible for consideration of this role, your primary residence must be located within 90 miles of Charlotte, NC
Hold an ACTIVE Series 7 license
2-3 years of previous experience working in the financial services industry
Broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem-resolution skills 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.