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Client Support Specialist
2 months ago
We are seeking a highly motivated and customer-focused Client Support Specialist to join our team at Corebridge Financial. As a Client Support Specialist, you will play a critical role in providing exceptional service and support to our clients, helping them to achieve their financial goals.
Key Responsibilities- Actively contact existing clients to educate them on their investment products and services
- Create targeted approaches to increase client participation and plan health metrics
- Adapt a client-first approach to provide an exceptional client experience
- Educate and service 10-12 clients daily
- Identify additional client needs and refer them to their local advisor
- A salary-paid position with a monthly incentive bonus
- Company-paid licensing, including exams, materials, and study time
- Servicing existing clients, with no cold calling or prospecting
- Ongoing training and development, including mentorship
- Work-life balance, including 24 days of paid time off in the first year, plus holidays
- A competitive benefits package, with immediate access to medical, dental, vision, life insurance, and 401(k) match
- A flexible work environment, with the opportunity to work remotely
- Access to Employee Resource Groups within the Corebridge Financial organization, to network with colleagues
- Bachelor's Degree or Equivalent
- 2+ years of proven track record in customer service/experience, strong interpersonal and communications skills, demonstrated team building, leadership, and the ability to manage multiple complex strategies concurrently
- Ability to pass Securities Industry Essential, Series 7, Series 66, and Life and Health Variable Life Insurance license within allotted time
- Experience in developing trusting relationships with clients
- Ability to collaborate and drive results
Corebridge Financial is a leading provider of financial services, committed to helping individuals and organizations achieve their financial goals. We are an Equal Opportunity Employer, dedicated to creating a diverse and inclusive workplace that values and respects the contributions of all employees.
