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Client Solutions Specialist

Employer: Capitol Financial Solutions
Location: Raleigh, North Carolina
Salary: $50,000 a year plus bonus and benefits
Closing date: Nov 2, 2022

Job Role: Customer / Client Support Specialist
Employment Type: Full Time
Level: Experienced
Experience Level: 1-4 years
CFP® Certification: Preferred

Job Details
Company

Job Details

The role of the Client Solutions Specialist will be to interface between the Advanced Planning Advisor, the client, and the back office. The CSS will primarily focus on running financial plans, vetting product recommendations to ensure fiduciary due diligence, and executing implementation of recommendations. Familiarity with the financial services industry is highly recommended and Series 7 licensing is preferred or expected within 90 days of hire. Individual must be technologically savvy, creative, organized and empathetic towards clients. This is a long-term career position inside of a tremendous organization with opportunity for growth and advancement.

$50,000 base with quarterly bonus

Health insurance and benefits offered

401k w significant company match

Very flexible time off

Virtual options after year 1

Camaraderie & Collaboration

30+ catered meals per year during training and development events

Company

We are a leading financial services firm that focuses on working with business owners, entrepreneurs, and professionals. What this means is that we invest the time to educate, organize, and prepare our clients for the inevitable financial issues they face.With our local presence, you can count on a unique experience and personal service. With our national network, you have access to sophisticated resources. Together, we can help achieve financial independence for you-and your future generations.

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