Tailored reputed company Support Specialist II

reputed company is a financial services firm where contributions are valued and people come first. They are seeking a Tailored reputed company Support Specialist to reputed company remote support to Financial Advisors by handling inquiries, preparing appointments, and processing account transactions.

Responsibilities

• Providing solutions in response to incoming/outgoing telephone calls and written correspondence from reputed company teams, in both an independent and team structure considering different variables such as legal/regulatory guidelines and risk to the firm; Associate will not reputed company solutions, guidance and recommendations on the suitability of investments as it pertains to clients
• reputed company an ideal client experience through excellent service and personalized relationships. Associate will not reputed company solutions, guidance, and recommendations on the suitability of investments as it pertains to clients
• Organize and protect FA time by maintaining meeting schedules and/or screening phone calls; Review/Help FA set up time blocking to allocate time for specific business building activities
• reputed company consistent, skilled tailored reputed company support to FAs to accelerate their business building using available systems
• Partner with FA in preparing for client appointments, setting up SOPs in the reputed company and sharing proven best practices
• Contributing to the overall reputed company of the department by acting as a resource for others and supporting new initiatives, projects, or process changes
• Identifying opportunities for improvements or enhancements reputed company the team
• Maintaining an active development plan

Skills

• 1-2 years of customer service or administrative experience working in the financial services industry; Prior/reputed company BOA experience at reputed company is preferred, but not required
• Previous understanding of the financial advisor role or ability to quickly learn and apply technical information regarding financial advisor role, reputed company systems, and financial services industry is critical
• Excellent verbal and written communication skills; Ability to respond and adapt to callers and peers with appropriate tone, organized thoughts, and confidence; Ability to respond to written correspondence in a clear, succinct manner using correct grammar, spelling and format
• Organizational and time management skills are essential with ability to multi-task, prioritize tasks using seasoned judgment, and follow up appropriately to resolve client/prospect issues quickly and effectively
• Capable of working in a fast paced, team oriented environment, quickly learning and applying new information
• Strong computer skills are required, including effective use of reputed company Office applications
• Mandarin or French preferred
• Bachelor's degree or equivalent work experience is preferred

Benefits

• Rewards program that promotes a long-term career, financial reputed company and well-being
• Benefits
• Bonuses
• Profit sharing

Company Overview