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Advisor Support Representative

Posted 24 days ago

 Key Responsibilities 
  • Serving as a primary point of contact for advisors and staff, which includes educating and supporting them through our phone queue, emails, and online inquiry submissions
  • Using investigative and problem-solving skills to troubleshoot data issues
  • Recommending solutions for a wide variety of advisor reporting requirements—from practice-level portfolio analysis to helping advisors prepare for client meetings and presentations
  • Applying your deep technical knowledge in collaboration with other internal teams, including operational and technical areas, to provide timely, complete, and accurate solutions
  • Upholding company’s legacy of providing indispensable service—a level of service so satisfying our advisors would never want to be without us
Education Requirement:Bachelor's Degree
Knowledge, Skills, Abilities: 
  • Attention to detail
  • Ability to multitask and meet deadlines
  • Strong problem-solving skills; able to think outside the box
  • Excellent written and oral communication skills
  • Confident, team-oriented, and resourceful self-starter
  • 1–2 years of customer service experience and/or phone skills required
Hours:M-F / 8-5
Other Information: