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Advisor Support Specialist - Aug 8th and Sep 19th Training Classes

Advisor Group Phoenix, AZ

Customer Service and Client Support Opportunity in Financial Services

Advisor Support Specialist: Aug 8th and Sep 19th Training Classes


    20 East Thomas, Phoenix, AZ 85912

    2300 Windy Ridge Parkway, Atlanta, GA  30339

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

    7755 Third St. North, Oakdale, MN  55128

    10 Exchange Place, Suite 1410, Jersey City NJ 07302

    12325 Port Grace Blvd, La Vista, NE 68128

    Advisor Group has returned to the office in a hybrid schedule, so we are seeking candidates willing to work a split schedule between home and the office. Consideration will be given to applicants seeking 100% remote work from home.

    Role Type:  Full-time               


    As a member of our customer-facing organization, you will engage directly with our customers - over 10,000 Financial Professionals across the country, helping grow and support their firms. 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 receive 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. 


    • 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
    • Accurately define nature of call and determine Financial Professional's needs
    • Support internal teams on financial transaction, account maintenance, new accounts, transfers, and other activities
    • Use of various software / financial platforms
    • Actively support the departmental goals by staying attentive to the phone system queues
    • 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
    • Demonstrates the ability to reach decisions promptly and implement appropriate action, deferring to manager only when appropriate
    • Educate customers where to find online information 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:

    • 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
    • Ability to work and remain focused under pressure
    • Ability to participate and contribute in a team environment

    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

    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

    Date Posted June 11, 2022
    Date Closes July 11, 2022
    Requisition R0002392
    Address 20 E Thomas Rd #2000
    Located In Phoenix, AZ
    Work At Phoenix
    SOC Category 00-0000.00

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