Remote Financial Advisor Services Associate in Phoenix

Job is Expired

Location: Arizona

Compensation: To Be Discussed

Staff Reviewed: Wed, Jun 09, 2021

Job Category: Financial

Remote Level: 100% Remote

Employer Type: Employer

Career Level: Experienced

Education Level: Bachelors

Job Summary

An investment services firm needs applicants for an opening for a Remote Financial Advisor Services Associate in Phoenix.

Candidates will be responsible for the following:

  • Assisting advisors with transactional requests through a mix of inbound and outbound calls
  • Providing outstanding client service with a “one call resolution” mentality
  • Championing client use of the company's digital platform and providing website navigational support

Position Requirements Include:

  • Bachelor’s degree or equivalent work experience
  • Excellent operational and organizational skills with the ability to manage transactional work
  • Able to develop a full understanding of the business and the financial services industry
  • A desire to work in an inbound phone environment
  • Strong interpersonal, verbal, and written communication skills
  • Aptitude and passion for working with technology

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