Advisor Support Representative#1003617 Dexian - 3.6 Atlanta, GA Job Details Full-time $51,780.62 - $62,359.45 a year 1 day ago Benefits Health insurance Dental insurance Paid time off Parental leave Vision insurance Life insurance Referral program Retirement plan Qualifications Customer communication Microsoft Outlook Interpersonal skills Spreadsheets Credit card customer support Attention to detail Problem-solving Organizational skills Client interaction via phone calls

Full Job Description Job Description:

Job Title:

Advisor Support Representative Location:

Atlanta, GA 30339

Duration:

Permanent (Fully onsite) Short Job Summary Customer service and operations role supporting financial advisors by handling inbound calls, answering account/service questions, processing forms, resolving issues, and maintaining accurate documentation while following company and compliance procedures. Key Responsibilities Handle inbound calls from financial advisors. Answer questions about accounts, products, and services. Research and resolve customer issues; escalate when needed. Review, verify, and process forms and service requests. Follow company procedures, SLAs, and compliance requirements. Maintain accurate records and document customer interactions. Communicate with internal teams to resolve issues. Manage multiple requests while maintaining accuracy. Key Requirements 1+ year of customer service experience. Strong verbal and written communication skills. Experience handling inbound calls and resolving customer issues. Good attention to detail and accuracy. Basic problem-solving and organizational skills. Proficiency with MS Excel, Word, Outlook, and Internet. Financial services, banking, brokerage, or wealth management experience preferred. FINRA SIE, Series 7, or Envestnet experience is a plus. If you're interested, please reply with your updated resume and a good time to connect. I'd be happy to provide more details about the opportunity and next steps. I look forward to hearing from you! #

FA Pay:

$51,780.62 - $62,359.45 per year

Benefits:

Dental insurance Health insurance Life insurance Paid time off Parental leave Referral program Retirement plan Vision insurance

Work Location:

In person