Job Title: Advisor Support Representative
Job Type: Direct Hire
Location(s): Hybrid - 4 days onsite, 1 day remote
- Atlanta, GA 30339
- La Vista, NE 68128
- Oakdale, MN 55128
- Scottsdale, AZ 85255
- St. Petersburg, FL 33702
Schedule: M-F, 10:30am-7pm or 11am-7:30pm (EST)
Pay: $45k-55k plus bonus
Summary:
We are seeking driven individuals to join a high-performing Financial Advisor Support team. In this role, you’ll support Financial Advisors and colleagues with operational and transition activities, helping enhance service quality and efficiency. You’ll participate in a structured training program to gain expertise in financial products, compliance, and operational processes—building skills to advance your career in financial services.
Essential Job Duties & Responsibilities:
- Provide exceptional support to Financial Advisors by answering questions, researching issues, and resolving inquiries.
- Assist with financial account transactions, new account setups, transfers, and ongoing account maintenance.
- Use internal systems and software platforms to accurately document calls, processes, and resolutions.
- Collaborate with internal teams to ensure smooth operational workflows.
- Proactively identify opportunities to improve processes or resolve issues quickly.
- Maintain strong relationships with clients and colleagues while delivering professional, accurate service.
- Educate clients on online resources and self-service tools.
- Follow procedures carefully while exercising good judgment and escalating issues when necessary.
- Perform additional duties as assigned to support departmental goals.
Qualifications & Requirements:
- Minimum 2+ years of experience in financial services, preferably in a client-facing or operations role.
- Proven experience in customer service or contact center environments.
- Strong proficiency with Microsoft Word, Excel, Outlook, and PowerPoint, as well as general computer navigation.
- Excellent communication, organizational, and interpersonal skills.
- Demonstrated ability to handle multiple tasks and prioritize effectively in a fast-paced environment.
- High attention to detail and strong analytical and problem-solving abilities.
- Self-motivated, professional, and able to work independently while contributing as part of a team.
- Strong customer service orientation with a focus on delivering quality results.
TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
