This job board retrieves part of its jobs from: Toronto Jobs | Emplois Montréal | IT Jobs Canada

God Enriches | Local jobs for the people of Arizona

To post a job, login or create an account |  Post a Job


Advisor Group: Advisor Support Specialist (Nov 1 Cohort)

Advisor Group

This is a Full-time position in Phoenix, AZ posted October 17, 2021.

Customer Service and Client Support Opportunity in Financial ServicesAdvisor Support Specialist, Cohort Start Date November 1, 2021Locations:20 East Thomas, Phoenix, AZ 850122300 Windy Ridge Parkway, Atlanta, GA 30339877 Executive Center Drive West, St.

Petersburg, FL 337027755 Third St.

North Oakdale, MN 55128Role Type: Full-timeSummary:As a member of our customer-facing organization, you will engage directly with our customers – over 10,000 Financial Professionals across the country, helping grow and support their firms.

As part of the Client Experience Organization, you will work closely with other team members in all aspects of operational and transition activities through both phone and processing.

Collaboration and an entrepreneurial approach will drive success as you learn and navigate all aspects of Financial Professional support.

Your contributions will ensure that our Financial Professionals get best-in-class service in every interaction with Advisor Group.Our Advisor Support Specialists are hired into a cohort that goes through robust training prior to moving onto the “floor” taking calls and processing transactions for our network of Financial Professionals.

Support is related to a variety of service-related issues with exceptional experience as the goal.

These are not sales roles, rather they are truly support and education experts.

Our teams work Monday through Friday schedules, and these positions are eligible for overtime.Keys: Financial Services, Customer Service, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Non-TeleSales, Support Representative, Customer Service Representative, Series 7, FINRA SIEResponsibilities:Provide best-in-class education, service, and support for our network of Financial Professionals by answering questions and researching issuesLearn and support various financial productsAccurately define nature of call and determine Financial Professional’s needsSupport internal teams on financial transaction, account maintenance, new accounts, transfers, and other activitiesUse of various software / financial platformsActively support the departmental goals by staying attentive to the phone system queuesPerform required duties within internal applications as appropriate, with high attention to detail and quality.Create a strong working relationship with customers and internal teamsDemonstrates the ability to reach decisions promptly and implement appropriate action, deferring to manager only when appropriateEducate customers where to find online informationAll other duties as assignedEducation Requirements:Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree.

Minimum of high school diploma or equivalent is required.Basic Requirements:2+ years of customer service or contact center experienceProficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPointExcellent communication & organizational skillsAbility to thrive in a fast paced, entrepreneurial environmentSTRONG customer focus orientationHigh attention to detail, analytical mindset, and problem-solving skillsBe able to work independently and maintain high levels of qualityAbility to work and remain focused under pressureAbility to participate and contribute in a team environmentPreferred Requirements:2+ years’ experience in financial services operations or broker-dealer settingBachelor’s Degree in Business, Finance or related field is preferredCRM experience / Salesforce experienceCompletion of FINRA SIE examFINRA Series 7 license Be A Part Of The Team Behind Our Success!At Advisor Group, we support financial professionals across the nation, the people who help everyday Americans achieve their dreams.

We’re a billion-dollar business with the mentality and drive of a startup.

Join us in building something special.

Equal Opportunity EmployerAdvisor Group is an equal opportunity employer.

We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.EligibilityApplicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Advisor Group.Unqualified ApplicationsAdvisor Group does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.Recruiting AgenciesAdvisor Group only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions.

Fees will not be paid for unsolicited submissions.