Field Service Group Associate
About The Position
What is the opportunity? The primary purpose for this position is to provide field service and support. You will assist and provide accurate information to field users and will keep diligent records of all interactions. You will need to maintain queue and hold time standards and keep current on changes to business processes and the technology that impacts the clients and field users they support. What will you do? Provide prompt, accurate and courteous service support to financial advisors and their team members regarding the firm’s products, programs, and services. Provide subject matter knowledge in a broad range of systems, processes, programs, tools, and products. Partner with product specialists to learn products and expand knowledge. Collaborate with employees across the home office to provide the support needed. Provide assistance with escalation and referral for other service/support requests. Track cases and solutions and assist with documentation and reporting needs of the department. Project work as needed.
Requirements
- A four-year degree or relevant industry experience
- Strong customer service skills as demonstrated by an ability to anticipate and meet customer needs
- Proven ability to effectively build relationships and partner with clients, users and colleagues
- Ability to work in a fast-paced environment
- Strong oral and written communication skills
Nice To Haves
- Finance or Business degree
- SIE and Series 7 license
Responsibilities
- Provide prompt, accurate and courteous service support to financial advisors and their team members regarding the firm’s products, programs, and services.
- Provide subject matter knowledge in a broad range of systems, processes, programs, tools, and products.
- Partner with product specialists to learn products and expand knowledge.
- Collaborate with employees across the home office to provide the support needed.
- Provide assistance with escalation and referral for other service/support requests.
- Track cases and solutions and assist with documentation and reporting needs of the department.
- Project work as needed.
Benefits
- We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.
- We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
