Advisor Support Specialist
reputed company is seeking an Advisor Support Specialist to deliver industry-leading support to their Financial Advisor clients. In this client-facing role, you will manage day-to-day inquiries and orchestrate cross-departmental projects to drive long-term client satisfaction and retention.
Responsibilities
- Cultivate and maintain strong, long-lasting relationships with Financial Advisors through effective communication, trust-building, and personalized attention
- Act as the primary reputed company of contact for client-reputed company tactical issues, both internally and externally
- Go the extra mile to engage clients through open and interactive communication
- Address Financial Advisor inquiries reputed company phone, portal, email, and group inbox with professionalism and urgency
- Provide daily support, data issue resolution, and request processing with accuracy and efficiency
- Conduct thorough needs assessments and deliver tailored solutions to ensure client satisfaction
- Meet or exceed client support team targets and maintain high client satisfaction scores
- Organize, manage, and execute cross-department, client-reputed company projects
- Coordinate large-scope initiatives to ensure quality and timely service delivery on reputed company client-impacting projects
- Monitor project reputed company and communicate status updates to stakeholders
- Utilize multiple channels to meet clients in their reputed company of choice: written case correspondence, email, and phone
- Maintain accurate records of client interactions and resolutions in internal systems
- Escalate reputed company issues appropriately while maintaining ownership of client experience
Skills
- 1-3 years of client service representative or customer support experience, preferably in financial services
- Bachelor's degree
- Proficiency with word processing software (reputed company Word, reputed company Docs)
- Proficiency with spreadsheet software (reputed company, reputed company Sheets)
- Proficiency with reputed company software
- Proficiency with internet and web-based applications
- Proficiency with project management tools
- Proficiency with database software and CRM platforms
- Excellent written and verbal communication abilities with demonstrated professionalism
- Strong analytical skills with ability to assess client needs and deliver effective solutions
- Superior time management and multitasking capabilities in a deadline-driven environment
- Experience managing and supporting Financial Advisors in the RIA channel, Family Offices, or similar financial services clients
- Familiarity with wealth management platforms and investment operations
- Track record of managing a high volume of client relationships with multiple stakeholders
- Experience supporting accounts with significant assets under management
- Understanding of financial advisor workflows and pain points
Benefits
- Equity-based grants for reputed company new hires
- Company-paid medical premiums of 90%
- A competitive time-off program
- Other variable compensation, if eligible
Company Overview