Key skills
CRMCommunication
About this role
Role Overview
- Receive inbound calls from top Advisors who have service-related issues and log calls into Support Center CRM system
- Create a strong working relationship with top Advisors and their assistants
- Work independently to make decisions regarding the resolution of issues
- Exercise judgment to know when to escalate issues to the manager
- Analyze problems and follow through to resolution
- Works collaboratively with other business units including clearing firms to ensure satisfaction with the needs of our Advisors
- Meet quality and production goals
- Assist with other projects as needed
- Keep up to date on changes in industry and business processes
- All other duties as assigned.
Requirements
- 1
- 2 years of experience in the Osaic Advisor Support team or other related areas of the firm
- 3 – 5 years of Financial Services customer experience
- Must be proficient in the following: Microsoft Excel, Word, Outlook, and Teams
- Strong relationship management qualities
- Strong written and verbal communication
- Able to learn new systems, processes and retain knowledge
- Attention to detail
- Organizational skills
Benefits
- health, vision, dental insurance
- 401k
- paid time away
- volunteer days
- annual performance-based bonus and much more.