Financial Professional Support Specialist

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