Premium Support - Financial Service Relationship Professional
About The Position
As the leader in delivering an elite and differentiated service experience, the Financial Service Professional will be responsible for supporting our top advisors (Summit Qualifiers) within our Premium Support Pod model. The Premium Support Pod brings together service, case management, supervision, relationship management and marketing regulatory review functions into one dedicated team. This personalized approach is an integral factor in building an effective relationship with our top advisors by taking a consultative approach in solving complex scenarios: taking ownership, partnering effectively with internal partners and being empowered to deliver solutions.
Requirements
- Strong MS Office skills, Beta experience preferred
- Strong customer focus, excellent verbal and written communication skills, a strong work ethic, and extremely organized
- 3 years of previous customer service experience
- 1 year of LPL experience in the Service Center, S360+ preferred
- Trained in New Accounts, Direct Business, Account Transfers, and Move Money
- SIE required within 90 days
Responsibilities
- Research complex situations, set customer expectations, and define the actions necessary to resolve the situation
- Assume ownership of the inquiry and see it through to a timely resolution
- Complete operational tasks including data input
- Communicate with internal departments to improve processes and timely processing
- Actively participate in customer service training and other training to remain current with operational policies and procedures
- Communicate operational and financial industry policies and procedures.
- Work to accommodate resolution outside of normal procedures when necessary
- Monitor and respond to email correspondence in a timely manner
- Work in a team environment assisting team members with questions & handling escalated items
- Assist with projects to improve the advisor experience and overall efficiency
- Research the key performance metrics of our advisors, including NIGO reporting, to enhance efficiency and identify critical insights for process improvements
- Utilize management for guidance when dealing with an escalation in order to work through and resolve the escalation while keeping ownership.
- Assist in the resolution of escalated issues
- Identify process/procedure enhancements that drive the business forward and promote change
- Assists and/or conducts team huddles
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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
Mid Level
Education Level
No Education Listed
