Wealth Investment Support Specialist providing essential operational support to affluent investment clients. Responsible for relationship management, client record maintenance, and administrative support for the wealth management team.
About the role
- Customer Service Specialist managing accounts for Redemption Plus's family entertainment clients. Ensuring service excellence and operational integrity in communications and financial stewardship.
Responsibilities
- End-to-End Account Stewardship Portfolio Management: Own the communication for a dedicated set of growth accounts.
- Proactive Retention: Monitor reorder patterns and customer health.
- High-Volume Excellence: You’ll manage a high volume of communication (emails, calls, and tickets).
- Financial Stewardship: Manage credits and returns with a high degree of accountability.
- Cross-Functional Coordination: Partner with our Warehouse, Product, and Sales teams to remove blockers.
- System Integrity: Maintain disciplined CRM hygiene within Salesforce.
- Continuous Improvement & Field Insight: Identify recurring friction points and propose systemic fixes.
Requirements
- 0–2 years of experience in customer service or operations (distribution or retail environments are a plus).
- High school diploma required; Bachelor's degree preferred.
Benefits
- Company-paid health, dental, and vision insurance.
- Immediate Vesting: 401(k) with company match that is yours from day one.
- Hybrid Balance: Enjoy 3 days in our Overland Park hub for collaboration and 2 days remote for focused work.
- Culture of Ownership: We live our values— Customer Obsession, Accountability, and Hustle —and we actually have fun doing it.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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