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Advisor Support Specialist

Advisor Group locationAtlanta, GA
27 positions

Web Mktg Technology Specialist

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


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Job Location
Atlanta, GA, United States


Customer Service and Client Support Opportunity in Financial Services

Advisor Support Specialist


20 East Thomas, Phoenix, AZ 85912

2300 Windy Ridge Parkway, Atlanta, GA  30339 

877 Executive Center Drive West, St. Petersburg, FL 33702


We are seeking candidates for our February 2021 Advisor Support cohort.


As a member of our customer-facing organization, you will engage directly with our customers - over 11,000 Financial Professionals across the country, helping grow and support their firms. As part of the Client Experience Organization, you will work closely with other team members in all aspects of operational and transition activities through both phone and processing.  Collaboration and an entrepreneurial approach will drive success as you learn and navigate all aspects of Financial Professional support. Your contributions will ensure that our Financial Professionals get best-in-class service in every interaction with Advisor Group.

Our Advisor Support Specialists are hired into a cohort that goes through robust training prior to moving onto the "floor" taking calls and processing transactions for our network of Financial Professionals.  Support is related to a variety of service-related issues with exceptional experience as the goal.  These are not sales roles, rather they are truly support and education experts.  Our teams work Monday through Friday schedules, and these positions are eligible for overtime. 

What You Will Receive:

  • 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
  • Intensive training covering multiple aspects of financial services operations
  • 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
  • New, professional, and collaborative working environment where covered parking is provided


  • Provide best-in-class education, service and support for our network of Financial Professionals by answering questions and researching issues
  • Learn and support various financial products
  • Support internal teams on financial transaction, account maintenance, new accounts, transfers and other activities
  • Use of various software / financial platforms
  • Perform required duties within internal applications as appropriate, with high attention to detail and quality.
  • Create a strong working relationship with customers and internal teams
  • Educate customers where to find online information
  • All other duties as assigned

Basic Requirements:

  • HS Diploma or GED required
  • 2+ years of customer service or contact center experience
  • Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint
  • Excellent communication & organizational skills
  • Ability to thrive in a fast paced, entrepreneurial environment
  • STRONG customer focus orientation
  • High attention to detail, analytical mindset and problem-solving skills
  • Be able to work independently and maintain high levels of quality

Preferred Requirements:

  • 2+ years' experience in financial services operations or broker-dealer setting
  • Bachelor's Degree in Business, Finance or related field is preferred CRM experience / Salesforce experience
  • Completion of FINRA SIE exam
  • FINRA Series 7 license

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