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# Customer Solutions Specialist

- **Company:** Benazir Recruiting LLC
- **Location:** United States (Remote available)
- **Salary:** $53,866.0 - $94,871.0
- **Contract:** Permanent contract
- **Skills:** Software Applications, Financial Software
- **Published:** July 4, 2026
- **Apply:** https://www.indeed.com/viewjob?jk=cbb2a6040783c379

## About the Role

* Proven experience in wealth management, financial sales, or investment client management
 * Strong understanding of estate planning, wills, trusts & estate law, and securities law
 * Knowledge of financial concepts such as portfolio management, cash management, accounting, and public accounting practices
 * Familiarity with FINRA regulations and industry standards for financial compliance
 * Excellent analytical skills in financial analysis, research, and technical accounting software applications
 * Ability to communicate complex financial concepts clearly to diverse clients
 * Relevant certifications such as FINRA licenses or industry-specific credentials are highly desirable

## Description

Are you passionate about helping individuals and families secure their financial futures? As a Retirement Solutions Specialist, you will play a vital role in guiding clients through complex retirement planning options, ensuring they make informed decisions that align with their long-term goals. This dynamic position offers the opportunity to leverage your expertise in financial services, estate planning, and investment management to deliver tailored solutions that make a real difference. Join us to empower clients with confidence and clarity as they navigate their retirement journeys!, * Provide expert advice on retirement planning strategies, including estate planning, tax implications, and investment options

 * Develop comprehensive financial plans that incorporate wills, trusts, asset management, and cash flow analysis
 * Educate clients on securities law, industry regulations, and financial compliance to ensure ethical and legal standards are met
 * Manage investment portfolios by analyzing financial markets, conducting research, and recommending suitable asset allocations
 * Maintain strong client relationships through personalized service, regular reviews, and proactive communication
 * Stay current with industry knowledge of financial regulations, tax laws, and new financial software tools to enhance service delivery
 * Collaborate with legal and tax professionals to optimize estate plans and ensure compliance with relevant laws


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