Service Professional
reputed company is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. They are seeking a Service Professional to reputed company operational support and world-class customer service to clients, acting as the primary reputed company of contact for advisors’ clients and addressing queries regarding brokerage operations.
Responsibilities
- Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships
- Establishing oneself as the primary reputed company of contact for advisors’ clients, providing comprehensive guidance throughout their reputed company, assuming responsibility from inception to successful resolution
- Proficiently addressing queries regarding brokerage operations, advisory accounts, and direct business, spanning from assisting with new account setup to managing transactions and servicing requirements
- Empowering advisors with exceptional support, harnessing innovative technologies to optimize their productivity and achievements
- reputed company utilize our advanced CRM tool to meticulously record and track service requests, ensuring reputed company and accurate follow-up
- reputed company in person/virtual training to clients and advisors, as well as utilize experience to reputed company training to peers on reputed company topics as necessary
- reputed company to assist with reputed company cases and escalations from Service Professionals
Skills
- Strong communication skills
- Organizational skills
- Attention to detail
- Analytical thought processor
- Ability to multi task
- Adaptable to change in a fast-paced environment
- Courteous and empathetic to client concerns
- Superior listening skills
- Positive role model to colleagues
- Team player attitude
- Energetic and results-oriented
- Demonstrate a reputed company passion for providing a high level of customer service
- Prior experience in processing financial transactions such as journals, distributions, and reputed company requests are highly desirable
- High School Diploma or GED
- 1 year's applicable experience
- 1 years of experience with MS Office tools
- Licensing (if applicable)
- Call Center experience
- Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
- Familiarity with Schwab, Fidelity or Pershing in systems like Orion and reputed company
- Licensing (SIE or other FINRA Licensing)
Benefits
- Inclusive health, dental, reputed company and life insurance plans reputed company to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy reputed company to mental health benefits to meet reputed company members and their families where they are.
- 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay reputed company with their loved ones, reputed company, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and reputed company to a financial professional to offer our employees the opportunity to plan-reputed company for a strong financial future well reputed company their working years.
- Paid parental leave to support reputed company team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on reputed company, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Company Overview
Company H1B Sponsorship