Advisor Services Specialist

Advisors Excel, LLC; Topeka (KS); Presencial; USD 36 000 - 60 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical insurance

Dental insurance

Vision insurance

401k with match

Paid time off

On-site café

Gym access

Primary care

Professional development

Employee events

Resumo da oferta

Advisors Excel is seeking an Advisor Service Associate to join our fast-paced team. You will input, review, and submit new account applications, handle customer service calls, and support our producers daily to ensure timely processing of pending business.

Ideal candidates display strong organization, excellent communication over the phone, the ability to work independently and in a team, and comfort navigating multiple platforms. We offer comprehensive benefits and growth opportunities.

Qualificações

• Must have strong organizational skills and ability to manage heavy workload amid changing priorities.
• Excellent communication skills, with ability to build rapport over the phone with diverse personalities.
• Able to work independently and as part of a collaborative team; proficient with multiple platforms.

Responsabilidades

• 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 staff.
• Follow up on pending applications via calls/emails to ensure timely processing.

Conhecimentos

Customer service

Communication

Organizational skills

Teamwork

Multitasking

Phone etiquette

Formação académica

High school diploma

Ferramentas

CRM software

Descrição da oferta de emprego

Advisors Excel is seeking an Advisor Service Associate to join our fast-paced team. You will input, review, and submit new account applications, handle customer service calls, and support our producers daily to ensure timely processing of pending business.

Ideal candidates display strong organization, excellent communication over the phone, the ability to work independently and in a team, and comfort navigating multiple platforms. We offer comprehensive benefits and growth opportunities.