Financial Service Professional, Premium Support & Wealth Advisory Ops
Overview
Own client service and case management within a premium support pod at a leading wealth management firm. Scale impact by coordinating with internal partners, researchers, and advisors to resolve complex scenarios. Collaborate across teams in a fast-paced, supportive environment that values integrity and continuous improvement. This role is differentiated by a consultative approach and a dedicated team focused on improving the advisor experience.
What You'll Do10
- 1Research complex situations and set customer expectations to resolve issues
- 2Own inquiry resolution from start to finish and ensure timely completion
- 3Complete operational data input and maintain accurate records
- 4Communicate with internal departments to improve processes and processing times
- 5Participate in customer service training to stay current with policies and procedures
- 6Monitor and respond to email correspondence in a timely manner
- 7Collaborate with team members to answer questions and handle escalations
- 8Utilize management guidance to resolve escalations while maintaining ownership
- 9Identify process improvements to drive business forward and promote change
- 10Assist with team huddles and projects to improve advisor experience and efficiency
Requirements11
- 1Triple skilled in Move Money, Account Transfers, and New accounts Direct Business
- 2Bachelor’s degree from an accredited institution or equivalent education and experience
- 31+ years in a client-facing, service-oriented role
- 4Empathy and passion for helping people with strong problem-solving and ownership
- 5Attention to detail and proficiency with computers and customer service software
- 6Curiosity and desire for continuous learning
- 7Customer focus and excellent communication skills
- 8Ability to work with all levels of clients, management and employees
- 9Organized and track record in relationship management and customer satisfaction
- 10Willingness to upskill on Tax, Cost Basis, Margins and Advisory
- 11SIE obtained and/or 2+ years in the Service Center
Salary Insight
$48 - $81k per year
Location
Required Skills
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