... customer relationship management and account servicing. This position requires a strong ... Supports Lead Advisor, including managing client needs regarding service, asset allocation, case ...
... customer relationship management and account servicing. This position requires a strong ... Supports Lead Advisor, including managing client needs regarding service, asset allocation, case ...
Student Support Advisor - Are you skilled in creating rapport with students through the use of ... Subject matter expertise/experience in specific content areas and/or customer service. * Strong ...
Student Support Advisor - Are you skilled in creating rapport with students through the use of ... Subject matter expertise/experience in specific content areas and/or customer service. * Strong ...
Advisor Support Representatives at Altruist operate at the intersection of product, operations, and ... Provide exceptional customer service by building rapport, demonstrating empathy, and driving ...
Advisor Support Representatives at Altruist operate at the intersection of product, operations, and ... Provide exceptional customer service by building rapport, demonstrating empathy, and driving ...
Advisor Support Representative
Dallas, TX ยท Hybrid
Advisor Support Representatives at Altruist operate at the intersection of product, operations, and ... Provide exceptional customer service by building rapport, demonstrating empathy, and driving ...
Advisor Support Representative
Dallas, TX ยท Hybrid
Advisor Support Representatives at Altruist operate at the intersection of product, operations, and ... Provide exceptional customer service by building rapport, demonstrating empathy, and driving ...
Advisor Support Representatives at Altruist operate at the intersection of product, operations, and ... Provide exceptional customer service by building rapport, demonstrating empathy, and driving ...
Advisor Support Representatives at Altruist operate at the intersection of product, operations, and ... Provide exceptional customer service by building rapport, demonstrating empathy, and driving ...
Advisor Support Representative
Dallas, TX ยท On-site
Advisor Support Representatives at Altruist operate at the intersection of product, operations, and ... Provide exceptional customer service by building rapport, demonstrating empathy, and driving ...
Advisor Support Representative
Dallas, TX ยท On-site
Advisor Support Representatives at Altruist operate at the intersection of product, operations, and ... Provide exceptional customer service by building rapport, demonstrating empathy, and driving ...
Financial Advisor Support TRC Talent Solutions in partnership with our client, is seeking driven ... Familiarity with CRM tools such as Salesforce. * Previous experience in a call center setting.
Quick apply
Financial Advisor Support TRC Talent Solutions in partnership with our client, is seeking driven ... Familiarity with CRM tools such as Salesforce. * Previous experience in a call center setting.
Financial Advisor Support TRC Talent Solutions in partnership with our client, is seeking driven ... Familiarity with CRM tools such as Salesforce. * Previous experience in a call center setting.
Quick apply
Financial Advisor Support TRC Talent Solutions in partnership with our client, is seeking driven ... Familiarity with CRM tools such as Salesforce. * Previous experience in a call center setting.
Advisor Support Representative
Oakdale, MN ยท Hybrid
$45K - $55K/yr
Customer Service Opportunity in Financial Services Advisor Support Representative New Graduates Will Be Considered Location(s): La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St.
Advisor Support Representative
Oakdale, MN ยท Hybrid
$45K - $55K/yr
Customer Service Opportunity in Financial Services Advisor Support Representative New Graduates Will Be Considered Location(s): La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St.
Advisor Support Representative
Scottsdale, AZ ยท Hybrid
$45K - $55K/yr
Customer Service Opportunity in Financial Services Advisor Support Representative New Graduates Will Be Considered Location(s): La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St.
Advisor Support Representative
Scottsdale, AZ ยท Hybrid
$45K - $55K/yr
Customer Service Opportunity in Financial Services Advisor Support Representative New Graduates Will Be Considered Location(s): La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St.
Advisor, Support Services
New York, NY ยท On-site
$52.88 - $62.50/hr
Working closely with the Support Services Advisors, the Advisor will help ensure continuity in the ... Experience managing a caseload, portfolio, customer or client population, or similarly high-volume ...
Advisor, Support Services
New York, NY ยท On-site
$52.88 - $62.50/hr
Working closely with the Support Services Advisors, the Advisor will help ensure continuity in the ... Experience managing a caseload, portfolio, customer or client population, or similarly high-volume ...
Advisor Support Representative
La Vista, NE ยท Hybrid
$45K - $55K/yr
Customer Service Opportunity in Financial Services Advisor Support Representative New Graduates Will Be Considered Location(s): La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St.
Advisor Support Representative
La Vista, NE ยท Hybrid
$45K - $55K/yr
Customer Service Opportunity in Financial Services Advisor Support Representative New Graduates Will Be Considered Location(s): La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St.
Financial Advisor Support TRC Talent Solutions in partnership with our client, is seeking driven ... Familiarity with CRM tools such as Salesforce. * Previous experience in a call center setting.
Quick apply
Financial Advisor Support TRC Talent Solutions in partnership with our client, is seeking driven ... Familiarity with CRM tools such as Salesforce. * Previous experience in a call center setting.
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.
Client Services & Advisor Support
Fort Lauderdale, FL ยท On-site
$60K - $70K/yr
This role blends administrative support, CRM management, advisor assistance, and direct client interaction to help maintain a high-quality, compliant client experience. Key Responsibilities * Provide ...
Client Services & Advisor Support
Fort Lauderdale, FL ยท On-site
$60K - $70K/yr
This role blends administrative support, CRM management, advisor assistance, and direct client interaction to help maintain a high-quality, compliant client experience. Key Responsibilities * Provide ...
Customer Support Supervisor
Charlotte, NC ยท On-site
As a Customer Support Supervisor, you'll lead a team of Customer Support Advisors, support day-to-day call center operations, and help ensure every customer interaction reflects CPI's commitment to ...
Customer Support Supervisor
Charlotte, NC ยท On-site
As a Customer Support Supervisor, you'll lead a team of Customer Support Advisors, support day-to-day call center operations, and help ensure every customer interaction reflects CPI's commitment to ...
Customer Support Supervisor
Charlotte, NC ยท On-site
As a Customer Support Supervisor, you'll lead a team of Customer Support Advisors, support day-to-day call center operations, and help ensure every customer interaction reflects CPI's commitment to ...
Quick apply
Customer Support Supervisor
Charlotte, NC ยท On-site
As a Customer Support Supervisor, you'll lead a team of Customer Support Advisors, support day-to-day call center operations, and help ensure every customer interaction reflects CPI's commitment to ...
Remote Client Support Advisor - Retirement Plan Education
Houston, TX ยท On-site
$50 - $70/hr
The Variable Annuity Life Insurance Company is looking for an In-Plan Client Support Advisor in ... Ideal candidates will have a Bachelor's Degree, strong customer service experience, and the ability ...
Remote Client Support Advisor - Retirement Plan Education
Houston, TX ยท On-site
$50 - $70/hr
The Variable Annuity Life Insurance Company is looking for an In-Plan Client Support Advisor in ... Ideal candidates will have a Bachelor's Degree, strong customer service experience, and the ability ...
Customer Support Supervisor
Charlotte, NC ยท On-site
As a Customer Support Supervisor, you'll lead a team of Customer Support Advisors, support day-to-day call center operations, and help ensure every customer interaction reflects CPI's commitment to ...
Customer Support Supervisor
Charlotte, NC ยท On-site
As a Customer Support Supervisor, you'll lead a team of Customer Support Advisors, support day-to-day call center operations, and help ensure every customer interaction reflects CPI's commitment to ...
Customer Support Advisor information
See salary details
$5.29 - $7.26
0% of jobs
$7.26 - $9.22
0% of jobs
$9.22 - $11.19
0% of jobs
$11.19 - $13.16
0% of jobs
$13.16 - $15.12
0% of jobs
$15.12 - $17.09
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$17.09 - $19.06
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$19.06 - $21.02
4% of jobs
$21.62 is the 25th percentile. Wages below this are outliers.
$21.02 - $22.99
69% of jobs
$23.28 is the 75th percentile. Wages above this are outliers.
$22.99 - $24.96
12% of jobs
$24.96 - $26.92
14% of jobs
$5
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$26
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Full-time
Re-posted 27 days ago
Job description
The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor.
This is a full-time, in-person position, and the selected candidate is expected to be on-site in the office in Wappinger Falls five days per week.
Essential Duties and Responsibilities
- Supports Lead Advisor, including managing client needs regarding service, asset allocation, case design and financial planning
- Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report generation, and meeting documentation/notes
- Consult with lead advisor on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews
- Manage data and plans in financial planning software
- Learn the technical aspects of the advisor position and prepare to service clients independently
- Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply
- Deepen client relationships and establish credibility and rapport both in person and via phone/video meetings
- Clearly articulate complex concepts to clients
- Proactively communicate with clients and follow up on all contacts assigned
- Manage and prioritize multiple competing priorities daily in pursuit of business objectives
- Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business
- Commitment to culture requires a demonstration of professionalism, accountability, client focus, and teamwork
- Other duties as assignedย
Knowledge, Skills, and/or Abilities
- Strong understanding of financial services industry and diverse investment products
- Basic computer skills (Outlook, Word, Excel, and PowerPoint) are essential
- Excellent communication skills, both verbally and in writing
- Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
- Ability to build relationships with clients and internal partners, and product wholesalers
- Experience with the following software is preferred
- Redtail client CRM
- MoneyGuide Pro/Elite
- eMoney
- Morningstar Advisor Workstation
- Bachelor's degree in finance, accounting, or related field
- The ideal candidate will have 3+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
- Previous experience in the independent financial services culture preferred
- Series 7 and 63 required
- Series 65/66 preferred: (or ability to obtain)