Everest Support Specialist

Advisor Group•Atlanta, GA

8d•Remote

About The Position

As a member of our Everest Services team, you will support our top Advisors by answering inbound calls related to brokerage operation questions, explaining policies and procedures, processing brokerage transactions, and researching operations transactions. You will collaborate with direct team members and employees throughout the firm. We are looking for a driven and motivated individual to join our Everest Services team. A successful candidate will be able to learn quickly, retain knowledge, multi-task, and have a strong customer service focus.

Requirements

1 - 2 years of experience in the Osaic Advisor Support team or other related areas of the firm
3 – 5 years of Financial Services customer experience
Must be proficient in the following: Microsoft Excel, Word, Outlook, and Teams
Strong relationship management qualities
Strong written and verbal communication
Able to learn new systems, processes and retain knowledge
Attention to detail
Organizational skills
A minimum high school diploma or equivalent is required.

Nice To Haves

Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree.
FINRA Licensed

Responsibilities

Receive inbound calls from top Advisors who have service-related issues and log calls into Support Center CRM system
Create a strong working relationship with top Advisors and their assistants
Work independently to make decisions regarding the resolution of issues
Exercise judgment to know when to escalate issues to the manager
Analyze problems and follow through to resolution
Works collaboratively with other business units including clearing firms to ensure satisfaction with the needs of our Advisors
Meet quality and production goals
Assist with other projects as needed
Keep up to date on changes in industry and business processes
All other duties as assigned.