Financial Advisor Operations Specialist

Human Interest

1d•$70,000 - $75,000•Remote

About The Position

Human Interest is seeking a dynamic and innovative professional with a strong foundation in customer service and/or relationship management for the Financial Advisor Operations Specialist role. The ideal candidate is proactive, adaptable, and thrives in a problem-solving environment. This role involves working closely with the Senior Manager of Partner Success to document processes, identify opportunities to enhance advisor support, and strengthen advisor relationships. This position offers the chance to make a significant impact on advisor partnerships within an environment that values initiative, problem-solving, and exceptional service delivery.

Requirements

1+ years of experience in customer-facing roles such as customer support, account management, or call center operations; or equivalent college experience.
Experience in Partnerships, Sales, or business development is also valued.
Demonstrated passion for customer service excellence with proven ability to create outstanding client experiences across every interaction.
Exceptional organizational prowess with demonstrated ability to masterfully manage multiple concurrent priorities while maintaining attention to detail and meeting critical deadlines.
Superior communication skills that blend professionalism with empathy, enabling effective relationship management across both phone and email interactions.
Proven resilience and composure under pressure, maintaining high service standards even in challenging situations while demonstrating genuine empathy for advisor needs.
Outstanding attention to detail in all aspects of work, from written communication to data entry, with consistent accuracy and thoroughness.
Ability to distill complex retirement concepts into clear, actionable insights for advisors.
Proficiency in productivity tools including Google Workspace and Microsoft Office.
Adaptable mindset that thrives in a dynamic startup environment, embracing change and efficiently managing shifting priorities while maintaining focus on key objectives.

Responsibilities

Drive advisor success by providing expert guidance on plan design, compensation structures, and regulatory documentation requirements through responsive, solutions-oriented support.
Manage and resolve a high volume of advisor inquiries via email and phone, delivering clear, actionable solutions that strengthen advisor confidence and capabilities.
Orchestrate complex problem resolution by coordinating with cross-functional teams including Account Management, Client Services, and Partnerships to ensure comprehensive solution delivery.
Identify patterns in advisor challenges and collaborate with internal teams to develop and implement scalable process improvements that enhance the advisor experience.
Maintain meticulous case management practices, ensuring timely follow-up and resolution tracking while meeting or exceeding service level agreements.
Provide white glove service to financial advisor contacts to take the guesswork out of who they should be reaching out to for support with Human Interest services.

Benefits

401(k) plan with a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees.
Top-of-the-line health plans, as well as dental and vision insurance.
Competitive time off and parental leave.
Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness.
Enhanced Mental Health Support for Employees and dependents through Lyra.
Fertility healthcare and family forming benefits through Carrot.
Student loan resource through Candidly to help you and your family plan, borrow, and repay student debt.
Monthly work-from-home stipend.
Quarterly lifestyle stipend.
Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.