Client Support Specialist

4 weeks ago


Horsham, Pennsylvania, United States Lincoln Investment Full time
Job Description

We are looking for a Client Support Specialist to join our team at Lincoln Investment. In this role, you will assist financial advisors in servicing clients, performing research to answer client questions, and providing solutions to complex client issues.

Your responsibilities will include answering client phone calls, assisting with inquiries, processing transactions, and documenting all interactions in CRM software. You will also compile client information to prepare for advisor-client meetings and assist with client social/promotional events.

The ideal candidate will have customer service experience, understanding of retirement plans and mutual funds, and investment industry experience preferred. Salary: $55,000 - $70,000 per year, depending on experience.



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