Inclusively is partnering with a financial services company to hire a Client Solutions Specialist. **Please note: this role is NOT an internal position with Inclusively but with the partner company.**

ABOUT INCLUSIVELY

Inclusively is a digital tech platform that empowers job seekers with disabilities, caregivers, and veterans by using Success Enablers–accommodations and personalized workplace modifications that help all job seekers reach their full potential and excel. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD).

Create your profile, select Success Enablers, and connect to jobs from our partnered employers who are committed to creating diverse and inclusive teams. When registering, you must acknowledge that this platform is for people with disabilities, caregivers, and veterans. However, Inclusively does not require candidates to disclose their specific disability to join the platform.

Responsibilities:

• Provide investment related solutions, guidance and recommendations in response to incoming telephone calls and written correspondence from Financial Advisors, Branch Office Administrators, and/or clients in both an independent and team structure while considering different variables such as legal/regulatory guidelines and risk to the firm. Associate provides solutions, guidance and recommendations on the suitability of investments as it pertains to clients.
• In alignment with philosophies, determine and recommend appropriate investments which meet the client's objectives and to prevent the Firm from monetary losses, arbitrations and client relations issues.
• Answers non-routine incoming calls and/or written correspondence from branches, clients or third parties utilizing multiple information sources to respond.
• Maintains performance standards and expectations while contributing to department initiatives.
• Completes necessary training and keeps up-to-date on changes in processes or information necessary to do the job.
• Identifies opportunities and issues to ensure continuous improvement.
• Collaborates with other team members to achieve appropriate resolutions.
• Excellent verbal and written communication skills required due to the direct contact with clients. Must be able to understand and communicate rationale for solutions-based advice, research opinions, fees, portfolio recommendations, account solutions, estate planning, tax implications, current/future market conditions, industry trends, and financial topics in the headlines.
• Minimum of 3 years of experience in their respective product or financial services industry or equivalent tools/systems or combination of experience and education.
• Strong computer skills with the ability to learn and apply technical information. Familiarity in Salesforce, Money guide, Excel is a plus.
• Experience with understanding complex branch/client needs and autonomously seeking out innovative solutions.
• Bachelor’s degree is preferred.
• Series 7 and 66 preferred with in depth product knowledge and an understanding of industry regulations, as well as the ability to discuss financial matters competently and articulately.
• Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis,MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday

Salary: $53,600 Annually