Find & Apply For Financial Services Sales Agent Jobs in La Vista, Nebraska

Advisor Support Representative/Financial Service Representative/Client Services Rep #1003617 Dexian - 3.6 La Vista, NE Job Details Full-time $45,000 - $55,000 a year 20 hours ago Qualifications Microsoft Outlook Windows High school diploma or GED Series 7 Bachelor's degree Attention to detail

Full Job Description Job Title:

Advisor Support Representative Location:

La Vista

NE 68128

Duration:

Full Time, Hybrid Salary Range :

45000-55000K/yr +5 %Annual Bonus Job Summary Advisor Support team provides support to financial professionals by handling inbound phone inquiries and processing service-related forms and documentation accurately. This role offers hands-on experience, ongoing training, and growth opportunities within the Financial Services industry. Responsibilities Answer inbound calls from financial professionals in a professional and timely manner Respond to inquiries regarding accounts, products, services, and procedures Research and resolve issues, escalating complex matters when needed Process and verify service forms and requests accurately Maintain accurate documentation in internal systems Follow company policies, regulatory requirements, and service standards Collaborate with internal teams to improve service delivery Participate in ongoing training and contribute to a positive team environment Requirements High School Diploma or equivalent (GED) required Minimum 1 year of customer service experience Strong communication, problem-solving, and organizational skills Attention to detail and accuracy Proficiency in Windows, MS Excel, Word, Outlook, and Internet Ability to interpret company policies and procedures Preferred Qualifications Brokerage or Financial Services experience FINRA SIE or Series 7 certification Experience with Envestnet / Wealth Management Platform Bachelor's degree in Business, Finance, or related field Thanks, Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support. Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit https://dexian.com/. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Pay:

$45,000.00 - $55,000.00 per year

Work Location:

Hybrid remote in La Vista, NE 68128