Financial Professional Support Specialist to serve as a dedicated point of contact for top-producing financial advisors and internal distribution partners, delivering exceptional service and building strong relationships.
Requirements
- Serve as the primary support contact for assigned financial advisors and internal distribution partners
- Deliver exceptional service by responding to calls, messages, and requests promptly, professionally, and with empathy
- Build strong, trusted relationships with advisors and internal teams through consistent communication and follow-through
- Resolve complex service issues and escalated cases across phone, chat, and email
- Run and deliver reports for internal and external partners as needed
- Maintain accurate customer files, profiles, and documentation
- Continuously look for opportunities to exceed expectations and create standout service experiences
- Use feedback and service metrics to improve customer satisfaction and support operational improvements
- Build and maintain strong knowledge of products, servicing processes, and new business workflows
Benefits
- Multiple medical plan options
- Dental and vision coverage
- Basic life insurance
- Health savings accounts
- Company-funded 401(k) plan
- Paid time off and holidays
- Casual dress environment