Advisor Support Supervisor

Summary

As a Supervisor of Advisor Support, you will engage directly with our customers—over 11,000 Financial Professionals across the country—to help grow and support their firms while leading a team of Advisor Support phone professionals who do the same. The supervisor will be responsible for supporting the Advisor Support phone agents and answering questions related to the common call types we receive, including money movement, account maintenance, new account opening, etc.

Responsibilities

• Lead a team of Advisor Support agents that will support and retain Osaic’s Financial Professionals.
• Set team goals, establish vision and take action to achieve goals.
• Effectively coach, in a diversity of ways, to drive team results for advisor satisfaction, service, quality, and productivity aligned to department objectives.
• Support the entire Advisor Support team with real time help floor walking and being support to team members who need additional coaching.
• Develop and maintain internal relationships.
• Identify and take responsibility for addressing operational and organizational challenges that impact the team.
• Effectively adopt changing business needs and guide employees through shifting priorities.

Requirements

• Minimum 2 years related experience within the industry, interfacing regularly with financial professionals.
• Experience and comfort level with engaging and supporting the needs of high-producing Financial Professionals.
• Exceptional oral and written communication skills with a strong attention to detail.
• Able to display relentless poise in a fast/high-pressure and demanding environment with a heightened level of advisor dedication.
• Outstanding professional presence and positive customer service attitude.
• Successful track record of customer-centric decision making.
• Excellent organizational skills, with the ability to handle multiple tasks.

Qualifications

• Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree.
• Minimum of high school diploma or equivalent is required.

Skills

• CRM experience / Salesforce experience.
• Completion of FINRA SIE exam.
• FINRA Series 7 license, other FINRA licenses.

Benefits

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.