About Dexian
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Company size
1,001 - 5,000 Employees
$42K - $55K/yr
Full-time
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Job description
call lewis 972-365-9547
Candidates Needed -- Advisor Support Representative (Direct Placement)
Pay Rates and position breakdown (PLEASE MAKE SURE TO HAVE CANDIATES NOT OVER PRICE THEMSELVES, THEY WILL APPROVE PAY ON QUALIFICATIONS):
- Operations Processing Specialists - we need ~50 (
- Advisor Support Representatives (Call Center) (BH ID: - we need ~18
- Pay Rate -- $42k-55K
Manager Notes:
- Must have wealth management experience or Broker dealer experience (Must be on the resume)
- Open to recent grads (Bachelors degree in Finance and Business)
- Processors will be Process brokerage account documents with a high degree of accuracy and within established service level timelines. Review incoming documentation for completeness, ensuring all required fields, signatures, and supporting materials are present
- Call Center support will answer inbound calls from financial professionals in a courteous, professional, and timely manner. Respond to questions regarding accounts, products, services, and procedures
Preferred Requirements:
- For new graduates: internship, co-op experience, prior work experience
- 1 years experience of brokerage experience
- Experience with Envestnet / Wealth Management Platform
dexian.com
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Frequently asked questions
Q: What skills or qualities help someone succeed as a Customer Service Representative?
A: To succeed as a Customer Service Representative, key technical skills include proficiency in communication tools, such as phone systems and customer relationship management software, as well as knowledge of product or service offerings. Essential soft skills include empathy, active listening, and problem-solving abilities, which enable representatives to effectively resolve customer complaints and provide personalized support. By combining these technical and soft skills, customer service representatives can build strong relationships with customers, drive customer satisfaction, and contribute to long-term business growth and career advancement.
Q: What is the career path for a Customer Service Representative?
A: A Customer Service Representative typically starts as an entry-level role, progressing to mid-level positions such as Customer Service Team Lead or Operations Coordinator, where they oversee team performance and develop process improvements. As they gain experience, they can move into senior roles like Customer Experience Manager or Quality Assurance Specialist, focusing on strategic initiatives and customer satisfaction metrics. With continued skill development in areas like communication, problem-solving, and leadership, Customer Service Representatives can pursue long-term career prospects in management, training, or specialized roles like account management or business development.
