Senior Support Specialist for High Net Worth Clients
1 week ago
We are looking for a highly skilled and organized individual to join our team as a Senior Support Specialist for High Net Worth Clients.
About the RoleIn this role, you will be responsible for providing exceptional support to our high net worth clients, including preparing insurance applications, assisting with account openings, and communicating with financial and insurance companies.
You will also be responsible for managing Outlook calendars, scheduling client meetings, and entering client data into sales force systems.
Our firm offers a competitive salary range of $70,000 - $90,000 per year, based on experience and qualifications.
What We Offer:
- A dynamic and supportive work environment.
- Ongoing training and professional development opportunities.
- A comprehensive benefits package, including health insurance, retirement plan, and paid time off.
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