Advisor Support Representative

Be a part of the team behind our success!  At Advisor Group, we support more than 5,000 financial advisors, 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.

Customer Support Opportunity in Financial Services

Customer Service Rep II


Location:          20 E Thomas Rd  Suite 2000  Phoenix, AZ  85012

Summary:

           

Our Customer Service Representative II will receive inbound calls from financial Advisors and clients who have service related issues

Keys:    Customer Service, Call Center    

Responsibilities:

  • Create a strong working relationship with Advisors and their assistants.
  • Educates advisors where to find online information.
  • Process incoming online requests from Advisors and resolve requests in a timely manner.
  • Log transactions into CRM system for most inbound calls
  • Work with peers and management to resolve issues.
  • Pay close attention to detail, process work accurately.
  • Exercising the appropriate judgment when escalated issues may require a supervisor or manager.
  • Ability to communicate with other business units within the Advisor Group to resolve advisors concerns and issues.
  • Analyze problems and follow through to resolution.
  • Use a collaborative effort to work through business matters with other business units to assure satisfaction of the needs of our advisors.
  • Meet quality and production goals.
  • Strong interaction with clearing firm and external vendors on routine brokerage account platform questions.
  • Assist with other projects as needed.
  • Provide peer to peer training.
  • Keeping up to date on changes to industry and business processes. Proficient at Microsoft Word, Excel, Salesforce, Internet Explorer, Outlook, PowerPoint. NetX360, Streetscape and WMP platform a plus.

Education Requirements:

  • Minimum of high school diploma or equivalent is required

Basic Requirements:

  • One to two years’ experience of call center /customer Service
  • One to two years related brokerage experience preferred.
  • Personal relationship management.
  • Proficient at Microsoft Word, Excel, Salesforce, Internet Explorer, Outlook, PowerPoint, and Legacy back office systems.

Preferred Requirements:

Series 7 license preferred