Rep Relations Specialist/Customer Service Specialist

Customer Service Specialist Opportunity in Financial Services

Rep Relations Specialist


12325 Port Grace Blvd, La Vista, NE 68128

20 East Thomas, Phoenix, AZ 85912

2300 Windy Ridge Parkway, Atlanta, GA  30339 


The primary responsibility of this position is to answer inquiries from Company Representatives received via the phones, e-mail, voicemail and fax, and conduct research on operational and procedural issues.

We are seeking candidates for our March 2021 Rep Relations cohort.

Why Advisor Group?

  • Competitive salary and annual bonus paid based on performance
  • Generous time off package, including paid time off, paid holidays, and paid time to volunteer in the community
  • Immediate access to extensive benefits package that includes medical, dental and vision coverage, basic life insurance, long and short-term disability coverage and much more
  • 401(k) match from day one of employment
  • Referral bonuses if we hire your referred applicants to our open positions
  • An enriching and engaging career in financial services – our employees overwhelmingly report that they find meaning and purpose in their day to day work
  • Executive leader access and interaction in all our locations due to flat structure, open office environments, town halls and speed mentoring events


  • Accurately define nature of call/email and determine customer’s needs
  • Answer telephone, email, and fax inquiries from company representatives as required.
  • Act as primary contact and advocate for registered representatives and their staff on operational and procedural issues as assigned.
  • Actively support the departmental goals by staying attentive to the phone system queues.
  • Develop and maintain positive working relationship with all contacts (reps, assistants, vendors, and internal staff.)
  • Demonstrates the ability to reach decisions promptly and implement appropriate action, deferring to manager only when appropriate.
  • Stays readily available for incoming calls, adjusting to changes in call volume to effectively meet demand and reduce wait time when volume is at its peak
  • Ability to recognize the red flags of fraudulent activities and how to report suspicious activities to the proper parties.
  • All other duties as assigned

Education 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:

  • Ability to consistently meet and maintain established department quality/quantity standards
  • Ability to continually stay current with industry and company policies and procedures
  • Ability to investigate and research situations
  • Ability to organize, prioritize and handle multiple tasks
  • Ability to pay close attention to detail, work under pressure and meet deadlines
  • Ability to provide a high level of customer service by anticipating and meeting the needs of representatives and their staff.
  • Ability to defuse volatile situations
  • Ability to take complete and accurate notes
  • Ability to work and remain focused under pressure
  • Ability to participate and contribute in a team environment
  • Skill in operating various office equipment and software programs.
  • Skills in verbal and written communication

Preferred Requirements:

  • Preferred 2 years previous industry experience and/or 1 year SAI experience preferred.  This may include 1-2 years previous customer service and/or securities/financial related experience
  • Previous customer service experience preferred
Be A Part Of The Team Behind Our Success!

At Advisor Group, we support more than 11,000 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.

Equal Opportunity Employer

Advisor 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.


Applicants 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 Applications

Advisor Group does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Advisor Group only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.