Advisor Support Representative

Description

As a member of our Advisor Support team, you will support our advisors and your team members in all aspects of operational and transition activities. You will collaborate with others in all aspects of Financial Advisor support in all stages of our processes. Your insightful contribution will help improve our service. You will be part of a training cohort to prepare you to support our advisors.

Responsibilities:

• Providing support, answering questions, researching issues for our Financial Advisors

• Learn and support various financial products

• Support operational team on financial transaction and account maintenance

• Use of various software / financial platforms

• Educate Advisors where to find online information

• All other duties as assigned

• Receives about 30-50 inbound calls daily; may occasionally need to make an outbound call if further follow up is needed

• Common calls include money movement, retirement, technical issues, new account opening procedures, processing forms, navigation of new/current systems

• Mainly calls with financial advisors, sometimes with clients

• Receives calls from advisors, support staff, advisor assistants etc. And many times the calls are longer in nature and research heavy

• De-escalate client/advisor situations (many of their advisors are sometimes elderly and have been in the industry for years and years and may call frustrated with system changes)

• Assist with money movements

• Set up new investment accounts

• Work primarily through proprietary systems, but receive calls through Cisco Call Center, utilize Pershing as their clearing house

Additional Skills & Qualifications

Must Have -

2-5 Years Investment Industry Experience (some companies that have worked well have been people who come from SEI, Asset Mark, Fidelity, Commonwealth, BNY Mellon InvestNet

B places to pull from - Charles Schwab, Edward Jones, Morgan Stanley (they use other programs)

Open to people with SIE cert/ series licensing and 2+ years of general banking experience

Education/Licenses

Bachelor's Degree Preferred in Finance/Business

Series 7 or Series 6 License Preferred (Higher Compensation is offered if they have this)

SIE certificate Preferred

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