What are the responsibilities and job description for the Financial Support Specialist position at Lincoln Investment?
Key Responsibilities
- Provide exceptional client servicing by answering phone calls, responding to inquiries, and processing transactions.
- Assist clients with various tasks, such as account balances, beneficiaries, and paperwork or transactions.
- Take instructions from clients, perform research to answer their questions, and provide solutions to complex issues.
- Document all interactions in CRM software and maintain accurate records.
