Overview :

If you enjoy a fast-paced, ever-changing environment, then our Advisor Service Associate position might be the job for you.

This team is responsible for reviewing documents, following up on pending business and handling customer service calls. They are tasked with providing world-class service while they support our producers on a daily basis.

What you’ll do :

• Input, review and submit new account applications and service documents
• Provide outstanding customer service when handling incoming calls regarding pending applications, compensation and financial transactions with advisors and their office staff
• Conduct calls / emails to follow up on pending applications to ensure they are being processed in a timely manner

Experience you’ll bring :

• Strong organizational skills; capacity to manage heavy workload while navigating a variety of competing, ever changing priorities
• Ability to work independently, but also as a collaborative team member
• PC proficiency, ability to work on several platforms at once

Bonus Points :

• Security license(s)
• Previous experience working in the financial services industry
• Previous customer service experience

What you’ll get :

• Amazing benefits including medical, dental, vision and 401k (with matching options)
• Generous PTO package upon your start date
• Access to our very own on-site primary care, café and gym
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance

Last updated : 2024-06-24