TRC's client has an opportunity for an Advisor Support Representative!

This position is with a national leader in the wealth management industry.

The Advisor Support Representative will handle inbound calls from financial advisors, providing information on various financial products, answering questions, researching issues, etc.

Key Responsibilities:

• Provide Support for Financial Advisors:
• Respond promptly and accurately to advisor inquiries to ensure they can serve their clients effectively.
• Troubleshoot and resolve operational challenges, including account setup, transaction processing, and service requests, by leveraging resources and collaborating with internal teams.
• Conduct detailed research to address complex or escalated issues, delivering well-documented and actionable solutions.
• Proactively identify trends or recurring issues and suggest process improvements to enhance the advisor experience.
• Maintain an up-to-date understanding of company systems, processes, and financial products to deliver comprehensive support.
• Ensure Compliance and Operational Excellence:
• Support adherence to regulatory requirements and operational standards.
• Assist in resolving compliance-related inquiries with precision and accuracy.

Requirements:

• Minimum of 2 years of experience in financial services operations or within a broker-dealer environment.
• Familiarity with CRM tools such as Salesforce.
• Previous experience in a call center setting.
• High school diploma or equivalent (GED) required.

Preferred Qualifications:

• 4+ years of brokerage experience.