As a key team member, youll play a vital role in supporting Financial Advisors and colleagues with ... Familiarity with CRM tools such as Salesforce. * Previous experience in a call center setting.
Quick apply
As a key team member, youll play a vital role in supporting Financial Advisors and colleagues with ... Familiarity with CRM tools such as Salesforce. * Previous experience in a call center setting.
Quick apply
As a key team member, youll play a vital role in supporting Financial Advisors and colleagues with ... Familiarity with CRM tools such as Salesforce. * Previous experience in a call center setting.
Advisor Support Representative | Financial Services As a key team member, youll play a vital role ... Familiarity with CRM tools such as Salesforce. * Previous experience in a call center setting.
Quick apply
Advisor Support Representative | Financial Services As a key team member, youll play a vital role ... Familiarity with CRM tools such as Salesforce. * Previous experience in a call center setting.
Sandy Springs, GA ยท Hybrid
$45K - $55K/yr
Advisor Support Representative | Financial Services As a key team member, you'll play a vital role ... Familiarity with CRM tools such as Salesforce. * Previous experience in a call center setting.
Quick apply
Sandy Springs, GA ยท Hybrid
$45K - $55K/yr
Advisor Support Representative | Financial Services As a key team member, you'll play a vital role ... Familiarity with CRM tools such as Salesforce. * Previous experience in a call center setting.
Sandy Springs, GA ยท Hybrid
$45K - $55K/yr
As a key team member, you'll play a vital role in supporting Financial Advisors and colleagues with ... Familiarity with CRM tools such as Salesforce. * Previous experience in a call center setting.
Quick apply
Sandy Springs, GA ยท Hybrid
$45K - $55K/yr
As a key team member, you'll play a vital role in supporting Financial Advisors and colleagues with ... Familiarity with CRM tools such as Salesforce. * Previous experience in a call center setting.
Athens, GA ยท On-site
The Adventure Ahead The role of the Premium Support Advisor is crucial in ensuring that our Premium ... Partner closely with Customer Success Managers (CSMs), Account Managers (AMs), Professional ...
Athens, GA ยท On-site
The Adventure Ahead The role of the Premium Support Advisor is crucial in ensuring that our Premium ... Partner closely with Customer Success Managers (CSMs), Account Managers (AMs), Professional ...
Athens, GA ยท On-site
The Adventure Ahead The role of the Premium Support Advisor is crucial in ensuring that our Premium ... Partner closely with Customer Success Managers (CSMs), Account Managers (AMs), Professional ...
Athens, GA ยท On-site
The Adventure Ahead The role of the Premium Support Advisor is crucial in ensuring that our Premium ... Partner closely with Customer Success Managers (CSMs), Account Managers (AMs), Professional ...
Johns Creek, GA ยท On-site
$15.75 - $20.25/hr
About the job Customer Support Travel Advisor Hopes Global Getaways is a remote travel planning company powered by a full-service travel agency that specializes in destination weddings, honeymoons ...
Johns Creek, GA ยท On-site
$15.75 - $20.25/hr
About the job Customer Support Travel Advisor Hopes Global Getaways is a remote travel planning company powered by a full-service travel agency that specializes in destination weddings, honeymoons ...
Atlanta, GA ยท On-site
$53K - $55K/yr
Current Employees and Contractors Apply HereOsaic Careers Customer Service Opportunity in Financial Services Advisor Support Representative Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750 ...
Atlanta, GA ยท On-site
$53K - $55K/yr
Current Employees and Contractors Apply HereOsaic Careers Customer Service Opportunity in Financial Services Advisor Support Representative Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750 ...
Peachtree Corners, GA ยท On-site +1
$30.91 - $41.21/hr
As a Senior Customer Support Specialist, you will play a critical role in delivering an exceptional customer experience by resolving complex issues and serving as a trusted advisor to our clients. In ...
Peachtree Corners, GA ยท On-site +1
$30.91 - $41.21/hr
As a Senior Customer Support Specialist, you will play a critical role in delivering an exceptional customer experience by resolving complex issues and serving as a trusted advisor to our clients. In ...
Peachtree Corners, GA ยท On-site +1
$30.91 - $41.21/hr
As a Senior Customer Support Specialist, you will play a critical role in delivering an exceptional customer experience by resolving complex issues and serving as a trusted advisor to our clients. In ...
Peachtree Corners, GA ยท On-site +1
$30.91 - $41.21/hr
As a Senior Customer Support Specialist, you will play a critical role in delivering an exceptional customer experience by resolving complex issues and serving as a trusted advisor to our clients. In ...
Peachtree Corners, GA ยท On-site
$30.91 - $41.21/hr
As a Senior Customer Support Specialist, you will play a critical role in delivering an exceptional customer experience by resolving complex issues and serving as a trusted advisor to our clients. In ...
Peachtree Corners, GA ยท On-site
$30.91 - $41.21/hr
As a Senior Customer Support Specialist, you will play a critical role in delivering an exceptional customer experience by resolving complex issues and serving as a trusted advisor to our clients. In ...
Peachtree Corners, GA ยท On-site +1
$30.91 - $41.21/hr
As a Senior Customer Support Specialist, you will play a critical role in delivering an exceptional customer experience by resolving complex issues and serving as a trusted advisor to our clients. In ...
Peachtree Corners, GA ยท On-site +1
$30.91 - $41.21/hr
As a Senior Customer Support Specialist, you will play a critical role in delivering an exceptional customer experience by resolving complex issues and serving as a trusted advisor to our clients. In ...
Peachtree Corners, GA ยท On-site +1
$30.91 - $41.21/hr
As a Senior Customer Support Specialist, you will play a critical role in delivering an exceptional customer experience by resolving complex issues and serving as a trusted advisor to our clients. In ...
Peachtree Corners, GA ยท On-site +1
$30.91 - $41.21/hr
As a Senior Customer Support Specialist, you will play a critical role in delivering an exceptional customer experience by resolving complex issues and serving as a trusted advisor to our clients. In ...
Peachtree Corners, GA ยท On-site +1
$30.91 - $41.21/hr
As a Senior Customer Support Specialist, you will play a critical role in delivering an exceptional customer experience by resolving complex issues and serving as a trusted advisor to our clients. In ...
Peachtree Corners, GA ยท On-site +1
$30.91 - $41.21/hr
As a Senior Customer Support Specialist, you will play a critical role in delivering an exceptional customer experience by resolving complex issues and serving as a trusted advisor to our clients. In ...
Peachtree Corners, GA ยท On-site +1
$30.91 - $41.21/hr
As a Senior Customer Support Specialist, you will play a critical role in delivering an exceptional customer experience by resolving complex issues and serving as a trusted advisor to our clients. In ...
Peachtree Corners, GA ยท On-site +1
$30.91 - $41.21/hr
As a Senior Customer Support Specialist, you will play a critical role in delivering an exceptional customer experience by resolving complex issues and serving as a trusted advisor to our clients. In ...
Atlanta, GA ยท Hybrid
$53K - $55K/yr
Customer Service Opportunity in Financial Services Advisor Support Representative Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista ...
Atlanta, GA ยท Hybrid
$53K - $55K/yr
Customer Service Opportunity in Financial Services Advisor Support Representative Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista ...
Augusta, GA ยท On-site
$18.25 - $22.75/hr
PROJECT OVERVIEW The TRIO Student Support Services Program (SSS) is a 5- year, federally funded (U ... Excellent customer services skills, oral and written communication skills, leadership skills ...
Augusta, GA ยท On-site
$18.25 - $22.75/hr
PROJECT OVERVIEW The TRIO Student Support Services Program (SSS) is a 5- year, federally funded (U ... Excellent customer services skills, oral and written communication skills, leadership skills ...
Atlanta, GA ยท On-site
$70K - $75K/yr
Current Employees and Contractors Apply Here Osaic Careers Customer Service Opportunity in Financial Services Manager, Advisor Support Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750 ...
Atlanta, GA ยท On-site
$70K - $75K/yr
Current Employees and Contractors Apply Here Osaic Careers Customer Service Opportunity in Financial Services Manager, Advisor Support Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750 ...
Atlanta, GA ยท On-site
$45K - $48K/yr
Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support ...
Atlanta, GA ยท On-site
$45K - $48K/yr
Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support ...
Columbus, GA ยท On-site
$16 - $21.75/hr
This position is expected to take initiative in training and advising customer software users to enhance service, financial operations, and Greek organizational performance. Each Client Support ...
Columbus, GA ยท On-site
$16 - $21.75/hr
This position is expected to take initiative in training and advising customer software users to enhance service, financial operations, and Greek organizational performance. Each Client Support ...
$4.47 - $6.13
0% of jobs
$6.13 - $7.79
0% of jobs
$7.79 - $9.45
0% of jobs
$9.45 - $11.11
0% of jobs
$11.11 - $12.77
0% of jobs
$12.77 - $14.43
0% of jobs
$14.43 - $16.09
0% of jobs
$16.09 - $17.75
4% of jobs
$18.25 is the 25th percentile. Wages below this are outliers.
$17.75 - $19.41
69% of jobs
$19.65 is the 75th percentile. Wages above this are outliers.
$19.41 - $21.07
12% of jobs
$21.07 - $22.73
14% of jobs
$4
$19
$22

TRC Talent Solutions in partnership with our client, is seeking driven individuals to join an extraordinary Financial Advisor Support team. If you excel in a fast-paced environment, love solving problems, and enjoy working collaboratively, this opportunity is perfect for you!
As a key team member, youll play a vital role in supporting Financial Advisors and colleagues with operational and transition activities. Your work will directly enhance service quality and operational efficiency. To set you up for success, you'll participate in a structured training program designed to equip you with the tools and expertise needed to excel. Working in a dynamic broker-dealer environment, you'll develop a strong understanding of financial products, compliance requirements, and operational processesskills that will propel your career in financial services!
Hybrid Schedule: 4 days onsite, 1 day remote.
Hours of Operation: 7:30 AM 7:30 PM (8-hour shifts).
Location: Atlanta, Ga
Key Responsibilities:
Provide Support for Financial Advisors:
Respond promptly and accurately to advisor inquiries to ensure they can serve their clients effectively.
Troubleshoot and resolve operational challenges, including account setup, transaction processing, and service requests, by leveraging resources and collaborating with internal teams.
Conduct detailed research to address complex or escalated issues, delivering well-documented and actionable solutions.
Proactively identify trends or recurring issues and suggest process improvements to enhance the advisor experience.
Maintain an up-to-date understanding of company systems, processes, and financial products to deliver comprehensive support.
Ensure Compliance and Operational Excellence:
Support adherence to regulatory requirements and operational standards.
Assist in resolving compliance-related inquiries with precision and accuracy.
Requirements:
Minimum of 2 years of experience in financial services operations or within a broker-dealer environment.
Familiarity with CRM tools such as Salesforce.
Previous experience in a call center setting.
High school diploma or equivalent (GED) required.
Preferred Qualifications:
4+ years of brokerage experience.