Advisor Service Associate

Advisors Excel, LLC; Topeka (KS); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Medical, dental, vision

401k with matching

Generous PTO

On-site café & gym

Primary care

Professional development

Recognition programs

Employee-sponsored events

Job summary

Advisors Excel, LLC is seeking an Advisor Service Associate to support a fast-paced environment by reviewing documents, processing applications, and assisting advisors and their staff with financial transactions.

You will handle inbound calls, maintain accuracy across platforms, and follow up on pending applications to ensure timely processing. The role offers on-site amenities and opportunities for growth in the financial services sector.

Qualifications

• Strong organizational skills to manage heavy workload amid changing priorities.
• Outstanding communication skills, especially over the phone with diverse personalities.
• Ability to work independently while also contributing as a team member.
• Proficient with multiple computer platforms and applications.

Responsibilities

• Input, review, and submit new account applications and service documents
• Provide outstanding customer service on calls regarding pending applications, compensation, and financial transactions with advisors and their staff
• Conduct calls/emails to follow up on pending applications to ensure timely processing

Skills

Organizational skills

Communication skills

Independent worker

Team collaboration

PC proficiency

Job description

If you enjoy a fast-paced, ever-changing environment, then our Advisor Service Associate position might be the job for you. This team is responsible for reviewing documents, following up on pending business and handling customer service calls. They are tasked with providing world-class service while they support our producers on a daily basis.

What you'll do:

• Input, review, and submit new account applications and service documents
• Provide outstanding customer service when handling incoming calls regarding pending applications, compensation, and financial transactions with advisors and their office staff
• Conduct calls/emails to follow up on pending applications to ensure they are being processed in a timely manner

Experience you'll bring:

• Strong organizational skills; capacity to manage heavy workload while navigating a variety of competing, ever-changing priorities
• Outstanding communication skills, particularly can build rapport over the phone with a variety of personality types
• Ability to work independently, but also as a collaborative team member
• PC proficiency, ability to work on several platforms at once

Bonus Points:

• Security license(s)
• Previous experience working in the financial services industry

What you'll get:

• Amazing benefits, including medical, dental, vision and 401k (with matching options)
• Generous PTO package from your start date
• Access to an on-site café, gym, and primary care
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee-sponsored events…and more!

Who We Are:

Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!

Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.