Merrimack, NH 03054

Employment Type: Perm Specialty: KNF&T Job Number: 246230

Job Description

Client Service Specialist

Boston MA and Merrimack NH


Series 7 required 

Job Responsibilities:

·       Broad based knowledge and understanding of general financial planning concepts

·       Proven customer service, client support and problem resolution skills

·       Take ownership of complex situations that result in positive outcomes for the customer

·       Ability to effectively influence others

·       Strong time management and organizational skills

·       Experience in handling complex trade requests (options, equities, mutual funds and fixed income) helpful, but not required

·       Engage with customers, via inbound calls, responding to their inquires

·       Servicing the full spectrum of customer needs, including account set up, money movement, trading and establishing /updating account features

·       You deliver efficient and responsive resolution for various client situations.  

·       Effectively uncover opportunities and identify products and services that will enhance the client’ s financial success and partner with the Financial Consultant to further discuss with the client

·       Collaboration with internal business partners to research and resolve complex client requests


·       Bachelors Degree

·       1+ years of previous financial services experience

·       FINRA Series 7 required prior to hire

·       Strong client service skills

·       Takes ownership of complex situation

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