Advisor Services Specialist

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

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.