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Sr Client Support Specialist

Company: VirtualVocations
Location: Santa Barbara
Posted on: July 6, 2024

Job Description:

A company is looking for a Sr Client Support Specialist (Work from Home).

Key Responsibilities:

Follow-up with clients on outstanding new account paperwork within set timeframe
Assist clients with paperwork completion
Answer incoming client calls, respond to requests, and make outgoing calls to follow up on outstanding paperwork

Required Qualifications:

Three years of experience in the financial services industry
Ability to meet deadlines in a high-volume work environment
Proficiency using MS Office tools

Keywords: VirtualVocations, Santa Barbara , Sr Client Support Specialist, Other , Santa Barbara, California

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