Advisor Support Specialist - Phoenix, AZ
Only for registered members Phoenix, AZ, United States
1 month ago
* This salary range is an estimation made by beBee
Job summary
The Advisor Services Service Specialist supports Financial Advisors by providing fast and reliable guidance to Financial Advisors and their Service Staff as they use the AssetMark platform to serve their end clients investment and financial planning needs.
Responsibilities
- Provide phone-based support to inbound inquiries and requests
- Collaborate with a variety of internal teams to deliver reliable answers and oversight to client requests
- Partner with Sales Consultants to ensure advisors are satisfied and empowered to make the most of our platform
- Follow-up and ownership of requests to provide reliable support
- Serve advisors in a way that generates loyal, growing advisors who promote the AssetMark platform to their colleagues
- Takes accountability to all interactions with internal and external customers
- Reports any poor customer experience and works to ensure fast, fair resolutions that restore trust and confidence and keeps the advisor informed about ongoing progress
- Effectively contains service issues within the service organization.
- Reports feedback on desired platform improvements
- Helps manage firm risk by setting appropriate expectations and giving clear guidance
Qualifications
- Minimum of 1-year customer service experience
- Experience in Banking, Wealth Management or Financial Services, preferred
Job description
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