Advisor Support Specialist – Financial Services (Hybrid)

Osaic; La Vista (NE); Hybrid; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Job summary

A financial services firm in La Vista is seeking an Advisor Support Representative to provide high-quality support to financial professionals. Responsibilities include managing inbound inquiries, processing service-related forms, and ensuring compliance with policies. Ideal candidates have at least a high school diploma and one year of customer service experience. This role offers competitive pay, including a good base salary and performance-based bonuses, along with comprehensive health benefits and growth potential within the firm.

Qualifications

• Minimum 1 year providing customer service with proven results in solutions.
• Experience with Windows including Excel, Word, and Outlook.
• Ability to communicate effectively about service issues.

Responsibilities

• Answer inbound calls from financial professionals.
• Respond to questions regarding accounts, products, and services.
• Process service forms and requests efficiently.
• Maintain compliance with company policies and regulatory standards.

Skills

Customer-focused mindset

Attention to detail

Problem-solving skills

Time management

Communication skills

Education

High School Diploma or equivalent (GED)

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

A financial services firm in La Vista is seeking an Advisor Support Representative to provide high-quality support to financial professionals. Responsibilities include managing inbound inquiries, processing service-related forms, and ensuring compliance with policies. Ideal candidates have at least a high school diploma and one year of customer service experience. This role offers competitive pay, including a good base salary and performance-based bonuses, along with comprehensive health benefits and growth potential within the firm.