Financial Services Support Specialist
5 days ago
We are seeking a talented Financial Services Support Specialist to join our team at Lineage Wealth Management Inc. in Downtown Norfolk.
The estimated salary for this role is $50,000 - $65,000 per year, based on experience.
Job Description:
This role involves serving as the primary point of contact for clients, addressing inquiries and resolving issues efficiently. You will also assist in managing client accounts and ensure a high level of client satisfaction.
Key Responsibilities:
- Serve as the primary point of contact for clients, addressing inquiries and resolving issues efficiently
- Assist in managing client accounts and ensure a high level of client satisfaction
- Collaborate with team members to meet client needs and provide solutions
- Maintain accurate records and manage administrative tasks as required
Requirements:
- Must pass Virginia Life & Health Insurance License within 180 days
- Required: 1 year of business experience
- Required: 1 year of administration experience
- Ability to pass an FBI background check and drug test
- Strong communication and interpersonal skills
- Detail-oriented with excellent organizational abilities
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