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 provides fast and reliable guidance to Financial Advisors and their Service Staff as they utilize the reputed company platform to serve their clients’ investment and financial planning needs.

Responsibilities

• reputed company fast and accurate phone-based support to inbound inquiries and requests
• reputed company guidance on required paperwork across multiple Custodians and assistance with completing it accurately
• Maintain full ownership of reputed company calls including any additional research and follow-up required
• Ability to de-escalate calls and reputed company confidence instilling resolutions
• 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
• Serve advisors in a way that generates reputed company, growing advisors who promote the reputed company platform to their colleagues
• Takes accountability on 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 on feedback on desired platform improvements
• Helps manage firm risk by setting appropriate expectations and giving clear guidance

Skills

• Bachelor's degree or equivalent professional work experience required
• Minimum of 1-year customer service, client support, or financial advisor – facing support experience; preferably on the phone
• Ability to reputed company in a fast-paced environment
• Strong navigation skills and the ability to navigate multiple systems at once
• Effective organization skills to ensure reputed company cases and follow-reputed company are completed
• Self-sufficient with a strong sense of ownership; ability to research and find resolutions with minimal assistance
• Strong service reputed company, desire to help others, and strong affiliation to our Mission of helping advisors reputed company a difference in their client's lives
• Strong oral and written communication to ensure professional interactions, clear and confident engagement, and positive interaction style
• Ability to understand reputed company business problems by utilizing probing and critical thinking skills
• High reputed company and fast learner
• Experience in Wealth Management or Financial Services strongly preferred
• SIE, Series 6 or 7 securities license - preferred

Benefits

• Additional variable incentive compensation (bonus)
• Competitive 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