Senior Service Professional

Core Responsibilities

• Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships.
• Establishing oneself as the primary point of contact for advisors’ clients, providing comprehensive guidance throughout their journey, assuming responsibility from inception to successful resolution.
• Proficiently addressing queries regarding brokerage operations, advisory accounts, and direct business, spanning from assisting with new account setup to managing transactions and servicing requirements.
• Empowering advisors with exceptional support, harnessing innovative technologies to optimize their productivity and achievements.
• Efficiently utilizing our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-up.
• Provide in person/virtual training to clients and advisors, as well as utilize experience to provide training to peers on complex topics as necessary.
• Able to assist with complex cases and escalations from Service Professionals.

Required Knowledge, Skills, And Abilities

• Strong communication skills
• Organizational skills
• Attention to detail
• Analytical thought processor
• Ability to multi task
• Adaptable to change in a fast-paced environment
• Courteous and empathetic to client concerns
• Superior listening skills
• Possess a positive role model to colleagues
• Team player attitude
• Energetic and results-oriented
• Demonstrate a real passion for providing a high level of customer service

Processing Experience

• Prior experience in processing financial transactions such as journals, distributions, and check requests are highly desirable.

Desired Knowledge, Skills, And Abilities

• Call Center experience
• Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
• Familiarity with Schwab, Fidelity or Pershing in systems like Orion and Envestnet

Licensing

• (SIE or other FINRA Licensing)

Minimum Required Education & Experience

• High School Diploma or GED
• 1 year’s applicable experience
• 1 years of experience with MS Office tools

Licensing (if applicable)

• (if applicable)

Compensation

The base annual salary range for this role is $24.50-$31.75, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.