Institutions Advisory Support Specialist - Meriden - Advisor Group

    Advisor Group
    Advisor Group Meriden

    2 days ago

    Full time $40,000 - $48,000 (USD) per year
    Description

    Job Title: Institutions Advisory Support Specialist

    Osaic Careers is seeking an experienced professional to join our Client Service team as an Institutions Advisory Support Specialist.

    This role will be based in one of our hubs located in Atlanta, La Vista, Oakdale, Scottsdale or St. Petersburg and requires a minimum of 4 days weekly in the office on a hybrid schedule.

    • Provide leading service and support experiences for our advisors while answering questions, researching issues and completing transactions.
    • Dynamically support both brokerage and investment advisory needs across channels – phone; with product, platform and process knowledge.
    • Educate advisors where to find online information and other self-serve solutions;
    • Maintain strong working relationships with advisors, their office staff and peers across the firm;
         - Demonstrate critical thinking and problem-solving skills to identify customers stated & unstated needs.
         - Assist with navigation in advisory platforms including Envestnet (WMP), Pershing(NetX).

    We are looking for candidates with:


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