Home
/
Comprehensive
/
High Net Worth Associate
High Net Worth Associate-March 2024
Henderson
Mar 20, 2025
ABOUT INSIGHT GLOBAL
Insight Global provides top talent and staffing solutions that help job seekers find careers in healthcare, finance, IT and government.
1,001 - 5,000 employees
Consulting, Technology
VIEW COMPANY PROFILE >>
About High Net Worth Associate

  Job Description

  Insight Global is looking for a Customer Support Specialist to work for a leader in the financial industry. This person will be responsible for making 50-60 inbound client calls each day. The responsibilities will also include scheduling adherences, breaks, and lunches for clients. They will also help find solutions for any complex problems that these Hight Net Worth clients with 250K+ assets are dealing with. Overall, they will be creating high customer loyalty and provide great customer support.

  Field 50-60 inbound client calls

  Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance

  Assist with transaction/problem resolution for high-net-worth clients who have assets of $250,000 to $1M

  Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests

  Skills and Requirements

  To be eligible for consideration of this role, your primary residence must be located within a 90 miles of Henderson, NV

  Hold an ACTIVE Series 7 license

  2-3 years of previous experience working in the financial services industry

  Broad-based knowledge and understanding of general financial planning concepts

  Proven customer service, client support and problem-resolution skills Series 63 License null

  We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Strategic Sourcing Analyst I
The CSC ServiceWorks Story We’re the leading provider of commercial laundry services, consumer services technology, and air-vending and EV solutions throughout the United States and Canada. Our Best-
ORDER PACKER
ORDER PACKER NORTH ATTLEBORO , MA 02760 US Posted: 01/22/2024 2024-01-22 2024-02-25 Industry: WAREHOUSE Job Number: 23765 Pay Rate: $17.00 Job Description Currently seeking an Order Packer for a full
Assistant Manager, Motorsports Marketing and Activation
Job Description This role is categorized as hybrid. This means the successful candidate is expected to report to GM Global Technical Center- Cadillac Tower or Charlotte Technical Center three times p
Personal Banker Roswell Wieuca
Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our Well Life approach to supporting employees' career aspirations, work-life balance
PLS Account Executive
About Team & About Role: Rubrik’s sales organization is a united group of elite cross-functional sales professionals that help companies & government entities achieve resilience against cyber
Information Security Analyst
Date Posted:01/22/2024Hiring Organization:Rose InternationalPosition Number:457044Job Title:Information Security Analyst 3Job Location:Atlanta, GA, USA, 30345Employment Type:TemporaryEstimated Durati
Sr. Manager, Pipeline Infrastructure Strategic Planning
Position Information Functional TitleSr. Manager, Pipeline Infrastructure Strategic Planning Recruitment Category TypeStandard Functional CategoryUtility Services GradeGS.15 FLSA StatusExempt Requisi
Verification Testing Engineering Manager
At BWX Technologies, Inc. (NYSE: BWXT), we are People Strong, Innovation Driven. Headquartered in Lynchburg, Virginia, BWXT is a Defense News Top 100 manufacturing and engineering innovator that prov
Cook - Sulphur Springs Health & Rehab
Job Description Do you love to cook? Are you passionate about food? As a Cook on our team, you?ll help bring recipes to life while being able to flex your creativity! Surrounded by fresh ingredients
Principal Client Manager - NetSuite Services – Infrastructure, Architecture & Performance Focus
Job Description Do you want to advance your career with the world’s first cloud company? Since 1998, Oracle NetSuite has been on a mission to deliver an agile, unified application suite that gives le
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved