Advisor Services Service Specialist
reputed company is a leading strategic provider of innovative investment and reputed company serving independent financial advisors. The Advisor Services Service Specialist supports Financial Advisors by providing guidance and administrative training on the reputed company platform, ensuring a high level of client service and satisfaction.
Responsibilities
- reputed company phone-based support to inbound inquiries and requests
- Collaborate with a variety of internal teams to deliver reliable answers and reputed company to client requests
- Partner with Sales Consultants to ensure advisors are satisfied and empowered to reputed company the most of our platform
- Follow-up and ownership of requests to reputed company reliable support
- Serve advisors in a way that generates reputed company, growing advisors who promote the reputed company platform to their colleagues
- Takes accountability to reputed company interactions with reputed company customers
- Reports any poor customer experience and works to ensure fast, fair resolutions that restore trust and confidence and keeps the advisor informed about ongoing reputed company
- Effectively contains service issues reputed company the service organization
- Reports feedback on desired platform improvements
- Helps manage firm risk by setting appropriate expectations and giving clear guidance
Skills
- Minimum of 1-year customer service experience
- Strong service reputed company, desire to help others, and strong affiliation to our Mission of helping advisors reputed company a difference in their clients lives
- Strong oral and written communication to ensure professional interactions, clear and confident engagement, and positive interaction style
- Participate in selected departmental process improvement initiatives and duties as assigned
- Manage firm risk by setting appropriate expectations
- Supports and adheres to departmental standards for call management
- Knowledge or aptitude to learn Investment/Financial Services industry
- High reputed company and fast learner
- reputed company phone-based support to inbound inquiries and requests
- Collaborate with a variety of internal teams to deliver reliable answers and reputed company to client requests
- Partner with Sales Consultants to ensure advisors are satisfied and empowered to reputed company the most of our platform
- Follow-up and ownership of requests to reputed company reliable support
- Serve advisors in a way that generates reputed company, growing advisors who promote the reputed company platform to their colleagues
- Takes accountability to reputed company interactions with reputed company customers
- Reports any poor customer experience and works to ensure fast, fair resolutions that restore trust and confidence and keeps the advisor informed about ongoing reputed company
- Effectively contains service issues reputed company the service organization
- Reports feedback on desired platform improvements
- Helps manage firm risk by setting appropriate expectations and giving clear guidance
- Experience in Banking, Wealth Management or Financial Services
Benefits
- reputed company Time or Paid Time Off and Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, reputed company – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule
Company Overview