Advisor Support Specialist

Advisor Group Inc.; Scottsdale (AZ); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid time away

Volunteer days

Job summary

Advisor Group Inc. in Scottsdale is seeking an Advisor Support Representative to provide high-quality support to financial professionals through inbound inquiries. This entry-level role offers a strong foundation for growth within the firm and diverse career paths.

Responsibilities include answering calls, processing service forms, and ensuring compliance with company policies. Candidates should have a high school diploma and a customer-focused mindset.

Competitive salary range is $45,000-$55,000 with benefits including health and 401(k). This position requires minimum four days a week in the office.

Qualifications

• Minimum 1 year providing customer service with proven results.
• Proficient in Windows and Microsoft Office applications.
• Ability to communicate effectively with Advisors.

Responsibilities

• Answer inbound calls from financial professionals courteously.
• Review, verify, and process service forms and requests.
• Adhere to company policies and maintain accuracy.

Skills

Customer-focused mindset

Attention to detail

Problem-solving skills

Organizational skills

Education

High School Diploma or equivalent (GED)

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Advisor Group Inc. in Scottsdale is seeking an Advisor Support Representative to provide high-quality support to financial professionals through inbound inquiries. This entry-level role offers a strong foundation for growth within the firm and diverse career paths.

Responsibilities include answering calls, processing service forms, and ensuring compliance with company policies. Candidates should have a high school diploma and a customer-focused mindset.

Competitive salary range is $45,000-$55,000 with benefits including health and 401(k). This position requires minimum four days a week in the office.