Job Summary
An investment services firm is seeking a Remote Licensed Advisor Services Specialist in Westlake.
Core Responsibilities of this position include:
- Assisting with advisor needs through a mix of inbound and outbound calls related to common topics
- Providing outstanding client service with a “one call resolution” mentality while demonstrating empathy and problem-solving skills
- Practicing active listening, open-ended dialogue, and rapport building to gain a thorough understanding of advisors’ needs
Must meet the following requirements for consideration:
- Excellent relationship building skills
- Demonstrated ability to problem solve, interact with individuals at various levels, and think on your feet
- Strong interpersonal, verbal, and written communication skills
- A desire to work in a multi-channel virtual environment (phone, email, chat, web-directed)
- Team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics
- Minimum 2 years requisite experience
