ISP Investment Advisor Support Specialist
About the role
In this role, you will monitor and respond to telephone inquiries regarding managed accounts from representatives. You will work with associates and management to make and implement recommendations concerning department changes, improvements, and enhancements.
Responsibilities
- Identifies callers' concerns by asking probing questions
- Responds to callers in a concise and courteous manner
- Maintains positive and helpful relationship with clients as a means of projecting Primerica Financial Services quality image and achieving satisfaction
- Provides caller with complete and accurate information using the department manual training sessions and system as sources of information
- Recognizes priority situations and understands when and how to notify appropriate parties
- Forwards corrections outside responsibility limits to appropriate party for further processing or approval
- Supports the Representative in all aspects of Managed Account Processing
- Provides product and technical support when required
- Drafts appropriate correspondence as required
- Responds to client or agent by mail or telephone
- Recognizes priority situations and understands when and how to notify appropriate parties
- Performs all corrections within responsibility limits
- Forwards corrections outside responsibility limits to appropriate party for further processing or approval
- Offers ideas and recommendations to improve the efficiency of securities customer service operations
- Remains current on all procedural changes
- Provides training and assistance to Customer Service trainees
- Supports the Coordinator by answering questions in the leader's absence
- Offers ideas and recommendations to improve the efficiency of Customer Service operations
- Organizes information to efficiently respond to callers' questions
Qualifications
- Series 6/7, 24/26 and 65/66 required
- Bachelor's Degree preferred
- Complies with legal and ethical standards
- Adheres to policies and procedures
- Compliance with Department Self-Assessment procedures
- Adherence to Self-Assessment testing schedule
- Reports identified issues to management
Benefits
- Day one health, dental, and vision insurance
- 401(k) Plan with competitive employer match
- Vacation, sick, holiday and volunteer time off
- Life and disability insurance
- Flexible Spending Account & Health Savings Account
- Professional development
- Tuition reimbursement
- Company-sponsored social and philanthropy events
Pay
$60K Annually
Schedule
Remote position
Our Benefits
- Day one health, dental, and vision insurance
- 401(k) Plan with competitive employer match
- Vacation, sick, holiday and volunteer time off
- Life and disability insurance
- Flexible Spending Account & Health Savings Account
- Professional development
- Tuition reimbursement
- Company-sponsored social and philanthropy events
Equal Opportunity Employer
We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws. At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.