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Rep Relations Specialist/Customer Service Specialist

Advisor Group locationOmaha, NE
27 positions

Web Mktg Technology Specialist

Advisor Group locationOmaha, NE
27 positions
info linkReport a probelm Originally Posted : January 12, 2021 | Expires : February 11, 2021


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Job Location
Omaha, NE, United States


Customer Service Specialist Opportunity in Financial Services

Rep Relations Specialist

Location(s):     12325 Port Grace Blvd, La Vista, NE 68128


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.

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

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