Job Title:

Advisor Support Representative Location:

La Vista, NE 68128

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! 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. #

FA Pay:

$40,000.00 - $45,000.00 per year

Benefits:

Dental insurance Health insurance Life insurance Vision insurance

Work Location:

In person