Advisor Group Careers

Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We’re a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Premier Support Specialist

Preferred Location: 12325 Port Grace Blvd, La Vista, NE 68128

Open to hub locations:

20 E Thomas Road, Phoenix, AZ 85012

2300 Windy Ridge Parkway, Atlanta, GA 30339

877 Executive Center Drive West, St. Petersburg, FL 33702

7755 Third Street North, Oakdale, MN 55128

Summary:

Responsible for supporting our advisors by answering inbound calls related to brokerage operation questions, explaining policies and procedures, processing brokerage transactions and researching operations transactions. Topics of requests may include: account establishment and maintenance, advisory business, cash management, transfers, and retirement accounts. You will be required to establish rapport with the top financial professionals in the financial industry within the Advisor Group family.

Responsibilities:

• Receive inbound calls from Advisors and clients who have service related issues.
• Create a strong working relationship with Advisors and their assistants.
• Educates Advisors where to find online information.
• Process incoming online requests via Salesforce and resolve in a timely manner.
• Log transactions into SalesForce CRM system for most inbound calls.
• Work independently to make decisions regarding resolution of issues.
• Pay close attention to detail, process work accurately.
• Exercise judgment to know when to escalate issues to supervisor or manager.
• Analyze problems and follow through to resolution.
• Works collaboratively with other business units to assure satisfaction of the needs of our Advisors
• Meet quality and production goals.
• Strong interaction with clearing firm and external vendors on routine brokerage account platform questions.
• Assist with other projects as needed.
• Provide peer to peer training.
• Keep up-to-date on changes to industry and business processes.

Education Requirements:

• 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.

Basic Requirements:

• One to two years’ experience in Advisor group broker dealer call center or other related areas of the firm
• Three to five years related brokerage experience.
• Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint
• Excellent communication & organizational skills
• Ability to thrive in a fast paced, entrepreneurial environment
• Personal relationship management
• Proficient with NetX360, Wealth Management Platform, Streetscape, SalesForce, Windows Microsoft Excel, Word, Outlook and Internet

Preferred Requirements:

• Series 7 license preferred.
• Completion of FINRA SIE exam

Category

Computer User Support Specialists

Experience

1 to 2 years

Job type

Full time