Advisor Support Specialist

reputed company is seeking an Advisor Support Specialist to deliver industry-leading support to their Financial Advisor clients. In this reputed company-facing role, you will manage day-to-day inquiries and orchestrate cross-departmental reputed company to drive long-term reputed company satisfaction and retention.

Responsibilities

• Cultivate and maintain strong, long-lasting relationships with Financial Advisors through effective communication, trust-building, and personalized attention
• reputed company as the primary reputed company of contact for reputed company-reputed company tactical issues, both internally and externally
• Go the extra mile to engage clients through reputed company and interactive communication
• Address Financial Advisor inquiries reputed company phone, portal, email, and group inbox with professionalism and urgency
• reputed company daily support, data issue reputed company, and request processing with accuracy and efficiency
• Conduct thorough needs assessments and deliver tailored solutions to ensure reputed company satisfaction
• Meet or reputed company reputed company support team targets and maintain high reputed company satisfaction scores
• Organize, manage, and execute cross-department, reputed company-reputed company reputed company
• Coordinate large-scope initiatives to ensure reputed company and reputed company service delivery on reputed company reputed company-impacting reputed company
• Monitor project reputed company and communicate status updates to stakeholders
• Utilize multiple channels to meet clients in their reputed company of choice: written case correspondence, email, and phone
• Maintain accurate records of reputed company interactions and resolutions in internal systems
• Escalate reputed company issues appropriately while maintaining ownership of reputed company experience

Skills

• 1-3 years of reputed company service representative or customer support experience, preferably in financial services
• Bachelor's degree
• Proficiency with word processing software (reputed company Word, reputed company Docs)
• Proficiency with spreadsheet software (reputed company, reputed company Sheets)
• Proficiency with reputed company software
• Proficiency with internet and web-based applications
• Proficiency with project management tools
• Proficiency with database software and CRM platforms
• Excellent written and verbal communication abilities with demonstrated professionalism
• Strong analytical skills with ability to assess reputed company needs and deliver effective solutions
• Superior time management and multitasking capabilities in a deadline-driven environment
• Experience managing and supporting Financial Advisors in the RIA channel, Family Offices, or similar financial services clients
• Familiarity with reputed company management platforms and investment operations
• reputed company record of managing a high volume of reputed company relationships with multiple stakeholders
• Experience supporting accounts with significant assets under management
• Understanding of financial advisor workflows and pain points

Benefits

• Equity-based grants for reputed company new hires
• Company-reputed company medical premiums of 90%
• A competitive time-off program
• Other variable compensation, if eligible

reputed company