Advisor Support & Operations Consultant

Jobtailor; Arizona; On-site; USD 52,000 - 78,000; Full time

Job summary

Jobtailor in Arizona is seeking a client service professional to support financial advisors and their clients with exceptional service and operational excellence. You will engage via phone, email, and occasional in-person interactions to maintain high standards of client care.

You will review workflows for accuracy and prepare professional correspondence to support advisors and clients in a fast-paced environment.

Qualifications

• 4+ years of financial services experience.
• Experience with RedTail CRM or similar CRM platforms.
• Hands-on experience with Orion financial software or similar systems.
• Familiarity with custodian policies and procedures (Schwab, Fidelity, Pershing).

Responsibilities

• Support financial advisors and their clients with exceptional service and operational excellence
• Provide courteous and professional support through phone, email, and occasional in-person interactions
• Review workflows and paperwork for accuracy and completeness
• Prepare professional correspondence and documents to support advisors and clients

Skills

Financial services experience

Customer service

Phone & email support

Tools

RedTail CRM

Orion financial software

Custodian policies familiarity

Job description

Jobtailor in Arizona is seeking a client service professional to support financial advisors and their clients with exceptional service and operational excellence. You will engage via phone, email, and occasional in-person interactions to maintain high standards of client care.

You will review workflows for accuracy and prepare professional correspondence to support advisors and clients in a fast-paced environment.