Advisor Support Supervisor

advisorgroup; Scottsdale (AZ); Hybrid; USD 58,000 - 63,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Job summary

Osaic is seeking a Supervisor of Advisor Support in Scottsdale to lead a team serving 11,000 Financial Professionals nationwide, ensuring timely, high-quality responses to complex inquiries.

The ideal candidate has 2+ years in the industry, strong communication, coaching ability, and a preferred Bachelor's degree; CRM (Salesforce) experience and FINRA licenses are a plus. Hybrid schedule requires 4 days in-office weekly.

Qualifications

• 2+ years related experience in the industry with regular interaction with financial professionals.
• Excellent oral and written communication with attention to detail.
• Ability to coach and develop a team to meet advisor satisfaction and productivity goals.

Responsibilities

• Lead a team of Advisor Support agents to support and retain Financial Professionals.
• Set team goals, establish vision and take action to achieve them.
• Coach and develop the team to improve service quality and productivity.

Skills

Customer service

Communication

Leadership

Coaching

Team management

Education

Bachelor's degree preferred

High school diploma required

Tools

Salesforce

Job description

Osaic Careers

Customer Service Opportunity in Financial Services

Supervisor- Advisor Support

Location(s)

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type

Full-time, Non-Exempt

Salary

$58,000 - $63,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Benefits

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.

Summary

As a Supervisor of Advisor Support, you will engage directly with our customers - over 11,000 Financial Professionals across the country, helping grow and support their firms while leading a team of Advisor Support phone professionals who do the same. The supervisor will be responsible for supporting the Advisor Support phone agents and answering questions related to the common call types we receive, including money movement, account maintenance, new account opening, etc. Our ideal candidate ensures the quality and timeliness in delivery of service. A collaborative and entrepreneurial approach will drive success as you help to resolve complex Financial Professional inquiries on behalf of the team you lead. Your contributions will ensure that our Financial Professionals get best-in-class service in every interaction with Osaic.

Education Requirements

Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Responsibilities

• Lead a team of Advisor Support agents that will support and retain Osaic's Financial Professionals.
• Set team goals, establish vision and take action to achieve goals.
• Effectively coach, in a diversity of ways, to drive team results for advisor satisfaction, service, quality, and productivity aligned to department objectives
• Provide timely coaching, training, and total performance management
• Support the entire Advisor Support team with real time help floor walking and being support to team members who need additional coaching
• Support the management chat channel, answering team member questions real time
• Develop and maintain internal relationships
• Identify and take responsibility for addressing operational and organizational challenges that impact the team
• Effectively adopt changing business needs and guide employees through shifting priorities

Basic Requirements

• Minimum 2 years related experience within the industry, interfacing regularly with financial professionals
• Experience and comfort level with engaging and supporting the needs of high producing Financial Professionals
• Exceptional oral and written communication skills with a strong attention to detail
• Ability to display relentless poise in a fast/high pressure and demanding environment with a heightened level of advisor dedication
• Outstanding professional presence and positive customer service attitude
• Successful track record of customer-centric decision making
• Ability to cope with and persevere through frequent and unexpected changes
• Excellent organizational skills, with the ability to handle multiple tasks

Preferred Requirements

• At least 2 years management experience required with demonstrated ability to develop people, at different performance levels, via established performance objectives, regular feedback, and appropriate recognition
• Bachelor's degree in business, Finance or related field is preferred CRM experience / Salesforce experience.
• Completion of FINRA SIE exam.
• FINRA Series 7 license, other FINRA licenses.