Advisor Support Supervisor

Dexian; Scottsdale (AZ); On-site; USD 60,000 - 68,000; Full time

Benefits offered by this job

Annual bonus

Health insurance

Vision insurance

401(k)

Paid time away

Employee benefits

Job summary

Dexian seeks a Supervisor to coach Advisor Support representatives who assist Financial Professionals with money movement, account maintenance, and new account openings. You will drive service quality, satisfaction and retention in a collaborative, fast-paced environment.

The role emphasizes leadership, performance management, and real-time guidance on the service floor, with a focus on continuous improvement and strong cross-functional collaboration across the organization.

Qualifications

• High school diploma or equivalent required; bachelor's degree preferred or relevant experience accepted in lieu.
• Minimum of 2 years of related experience in financial services with interaction with Financial Professionals.
• Experience supporting high-producing Financial Professionals.
• Exceptional verbal and written communication with attention to detail.
• Ability to maintain professionalism in a fast-paced environment.
• Strong customer service orientation and professional presence.
• Demonstrated customer-centric decision-making.
• Ability to adapt to changes while maintaining performance.
• Excellent organizational and multitasking skills.
• Strong problem-solving and decision-making abilities.

Responsibilities

• Lead and support a team of Advisor Support agents serving Financial Professionals.
• Set team goals, communicate vision, and drive department objectives.
• Coach team members to improve satisfaction, service quality, productivity and performance.
• Provide timely coaching, training, feedback and performance management.
• Offer real-time support on the service floor for complex questions and coaching needs.
• Monitor and guide on management channels to provide real-time support.
• Build and maintain internal relationships across the organization.
• Identify and address operational challenges affecting team performance.
• Adapt to changing business needs and priorities.
• Promote a customer-centric culture delivering exceptional experiences.
• Support ongoing improvement of Advisor Support processes and team performance.

Skills

Customer service

Communication

Leadership

Problem solving

Adaptability

Organizational skills

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

Salesforce

Job description

The Supervisor is responsible for coaching and supporting Advisor Support representatives, answering questions related to common service needs such as money movement, account maintenance, and new account opening, and ensuring the quality and timeliness of service delivery.

This role requires a collaborative and entrepreneurial approach to resolving complex Financial Professional inquiries and developing a team that consistently delivers best-in-class service. The Supervisor will play a key role in supporting advisor satisfaction, service quality, productivity, and retention.

Key Responsibilities

• Lead and support a team of Advisor Support agents responsible for serving and retaining the Client's Financial Professionals.
• Establish team goals, communicate a clear vision, and take action to achieve department objectives.
• Coach team members using a variety of approaches to improve advisor satisfaction, service quality, productivity, and overall performance.
• Provide timely coaching, training, feedback, recognition, and performance management.
• Provide real-time support on the service floor, including assisting team members with complex questions and additional coaching needs.
• Monitor and participate in management chat channels to provide real-time guidance and support.
• Build and maintain strong internal relationships across the organization.
• Identify and take ownership of operational and organizational challenges that affect team performance.
• Adapt to changing business needs and effectively guide employees through shifting priorities.
• Promote a customer-centric culture focused on delivering exceptional experiences to Financial Professionals.
• Support continuous improvement of Advisor Support processes, service quality, and team performance.

Required Qualifications

• High school diploma or equivalent required; bachelor's degree preferred. Significant relevant experience may be considered in lieu of a bachelor's degree.
• Minimum of 2 years of related experience within the financial services industry, with regular interaction with Financial Professionals.
• Experience supporting the needs of high-producing Financial Professionals.
• Exceptional verbal and written communication skills with strong attention to detail.
• Ability to maintain professionalism, composure, and poise in a fast-paced, high-pressure environment.
• Strong customer service orientation and professional presence.
• Demonstrated track record of customer-centric decision-making.
• Ability to adapt to frequent and unexpected changes while maintaining performance.
• Excellent organizational and multitasking skills.
• Strong problem-solving and decision-making abilities.

Preferred Qualifications

• At least 2 years of management or supervisory experience, with a demonstrated ability to develop employees across varying performance levels through established objectives, regular feedback, coaching, and recognition.
• Bachelor's degree in business, Finance, or a related field.
• Experience with CRM platforms, preferably Salesforce.
• Completion of the FINRA Securities Industry Essentials (SIE) examination.
• FINRA Series 7 license and/or other applicable FINRA licenses.

Ideal Candidate

The ideal candidate is a confident, customer-focused leader who thrives in a fast-paced team environment. You are passionate about elevating the Financial Professional experience, developing people, solving problems, and delivering consistent, high-quality service.

Success in this role requires strong leadership, exceptional communication, sound judgment, adaptability, and a commitment to service excellence.

The Client offers a competitive total compensation package that includes:

• Base salary of $60,000-$68,000
• Annual performance-based bonus
• Health insurance
• Vision insurance
• 401(k)
• Paid time away
• Additional employee benefits

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.

Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit https://dexian.com/.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.