Advisor Services Associate - Hybrid, Licensing Path

Austin Community College; Orlando (FL); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation

Paid parental leave

Job summary

A financial services company is looking for an Advisor Services Associate in Orlando, Florida. This role involves supporting independent advisory firms through account maintenance, engaging in client calls, and providing exceptional service. Candidates should have at least one year of customer service experience and the ability to problem-solve. The position offers a hybrid work model, a strong benefits package, and opportunities for professional growth, including eligibility for licensing programs after initial training.

Qualifications

• Minimum 1 year of customer service or professional relationship experience.
• Demonstrated ability to create positive experiences by listening actively.
• Proven track record of maintaining high standards of work quality.

Responsibilities

• Support independent advisory firms with essential account maintenance.
• Engage in a mix of inbound and outbound calls to assist advisors.
• Navigate complex scenarios and take ownership of outcomes.

Skills

Customer service experience

Problem solving

Active listening

Ability to follow through

Use of technology

Education

Bachelor’s degree or equivalent work experience

Job description

A financial services company is looking for an Advisor Services Associate in Orlando, Florida. This role involves supporting independent advisory firms through account maintenance, engaging in client calls, and providing exceptional service. Candidates should have at least one year of customer service experience and the ability to problem-solve. The position offers a hybrid work model, a strong benefits package, and opportunities for professional growth, including eligibility for licensing programs after initial training.