Wealth Management Customer Service Specialist - Join blithequark's Financial Services Team for a Rewarding Career with Comprehensive Benefits and Growth Opportunities

Unlock a Fulfilling Career in Wealth Management with blithequark

Are you seeking a career that offers more than just a job? Do you want to be part of a dynamic team that values professional growth, customer satisfaction, and community well-being? Then join blithequark, a leader in the financial services industry, as a Wealth Management Customer Service Specialist. At blithequark, we're committed to inspiring well-being through our range of insurance and financial products and services, and we're looking for talented individuals to help us achieve this mission.

About blithequark and the Role

blithequark is dedicated to helping our customers realize their dreams by providing top-notch financial services and wealth management solutions. As a Customer Service Specialist in our Service Desk Team, you will play a critical role in delivering exceptional support to our financial professionals and clients. Your expertise and service will be pivotal in ensuring the satisfaction and success of our clients as they navigate various wealth management topics, from new account setups and asset transfers to complex inquiries about our brokerage and advisory platforms.

Key Responsibilities

• Provide accurate and timely support via phone, email, and chat to financial professionals and clients, addressing a wide range of wealth management inquiries and issues.
• Utilize your knowledge and expertise to guide clients through processes such as new account setups, transfer of assets, and navigating our financial products and services, including mutual funds, annuities, stocks, and bonds.
• Review documents submitted for processing, ensuring accuracy and completeness, and provide clear instructions to clients and financial professionals as needed.
• Navigate multiple computer systems simultaneously to manage call flow and provide a best-in-class service experience, adhering to established procedures and quality standards.
• Verify caller identities and obtain necessary information to ensure confidentiality and compliance with regulatory requirements.
• Document all interactions thoroughly and accurately in our tracking system, ensuring timely and effective follow-up.
• Meet and exceed individual and team performance metrics, including quality and customer survey goals, while maintaining a flexible and positive attitude.
• Act as a change agent by proactively seeking process improvements and challenging the status quo to enhance our service delivery and operational efficiency.

Qualifications and Skills

Essential Qualifications

• 3+ years of experience in a high-touch service or operations environment, preferably in financial services or a related field.
• A college degree or relevant work experience that demonstrates your ability to handle complex customer inquiries and multitask effectively.
• Strong analytical, verbal, and written communication skills, with a keen sense of accountability and a customer-centric approach.
• Proficiency in computer systems and keyboarding skills, with the ability to navigate multiple systems simultaneously.
• A positive and flexible attitude, with a dedication to providing superior customer service in a team environment.
• Ability to work remotely with access to high-speed internet services.

Preferred Qualifications

• Knowledge of insurance, retirement, and/or wealth management products and services.
• A securities license (Series 7 or 63) or willingness to obtain one.
• Experience with wealth management platforms and tools.

What We Offer

At blithequark, we believe in rewarding our colleagues for their hard work and dedication. Our comprehensive benefits package includes:

• A competitive salary range ($41,060.00 - $61,595.00) based on education, experience, and abilities.
• Annual, sales, or other incentive compensation opportunities.
• Comprehensive health, dental, and vision insurance plans, including coverage for fertility and transgender-inclusive benefits.
• Retirement and financial planning benefits, including a 401(k) plan with company match and annual profit-sharing contributions.
• Flexible work arrangements, including a hybrid role with 2 days in our Bethlehem office and 3 days working from home.
• Unlimited paid time off, plus additional time off for volunteering, jury duty, voting, and bereavement.
• Emotional well-being and work-life resources, including access to Spring Health and wellness programs.
• Opportunities for career growth and professional development, including tuition reimbursement and student loan assistance.
• A culture that values diversity, equity, and inclusion, with opportunities to engage in colleague-led affinity groups and community involvement initiatives.

Career Growth and Development

At blithequark, we're committed to helping our colleagues grow professionally and personally. As a Customer Service Specialist, you'll have access to a range of development opportunities, including:

• Skill-building and leadership development programs to enhance your expertise and career prospects.
• Philanthropic opportunities to give back to the community and make a positive impact.
• Networking opportunities with diverse colleagues and industry professionals.
• Performance feedback and coaching to help you achieve your goals and exceed expectations.

Join Our Team

If you're passionate about delivering exceptional customer service, have a strong work ethic, and are looking for a rewarding career in wealth management, we encourage you to apply to blithequark as a Wealth Management Customer Service Specialist. Our team is dedicated to inspiring well-being and making a positive difference in the lives of our customers. We look forward to welcoming you to our team and exploring the contributions you can make to our continued success.

blithequark is an equal opportunity employer committed to diversity, equity, and inclusion. We welcome applications from qualified candidates of all backgrounds and perspectives.