What You Will Be Doing:
Serve as the first point of contact for our Advisors and their Investors, taking 25-30 inbound contacts daily, handling everything from simple account inquiries to supporting complex financial transactions.
Our Financial Service Professionals spend their days on a dynamic set of activities including:
World-Class Service: You’ll have the opportunity to deliver stellar experiences with each interaction, embodying our client-centric values.
Problem Solve & Advise: Utilize your critical thinking to resolve issues in real-time, ensuring client satisfaction and fostering strong relationships.
Research & Navigate: Conduct detailed research and navigate various databases to provide accurate solutions for our clients.
Collaborate & Innovate: Work collaboratively with internal teams to ensure efficient and effective resolutions, emphasizing a team-oriented approach.
Career & Community: You’ll also have regular time for coaching, career development activities, participate in ERG events and and other opportunities to connect with colleagues and build community
What We’re Looking For:
We are seeking strong collaborators who excel in a fast-paced, team environment, are passionate about client service, and are interested in building a career in Financial Services. Ideal candidates will have:
Education: Bachelor’s degree from an accredited institution or equivalent education and experience.
Experience: 0-2+ years in a client-facing, service-oriented role, ideally in a team-based environment.
Core Skills: High empathy and a passion for helping people, strong problem-solving abilities with an initiative-taking attitude and high sense of ownership, strong attention to detail, proficiency in using computers and customer service software, with the ability to navigate multiple systems simultaneously, and a strong curiosity coupled with a desire for continuous learning.
Communication: Exceptional verbal and written communication skills.
The Company:
A prominent fortune 500 financial services firm with a nationwide network of independent financial advisors. This company offers an extensive selection of investment products and services to individuals, businesses, and institutions, with a strong emphasis on utilizing innovation and technology to cultivate client relationships.
Equal Opportunity Employer:
Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.
