Client Support Specialist - Hybrid, Growth & Impact

Advisor Group Inc.

La Vista (NE)

Hybrid

USD 45,000 - 48,000

Full time

14 days+

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Health insurance
401(k)
Paid time away
Volunteer days

Job summary

Advisor Group Inc. is seeking a full-time Client Support member for their La Vista location. This role involves providing exceptional support to clients by handling inquiries and processing service-related forms.

The position requires a customer-focused mindset, attention to detail, and a strong ability to solve problems. Employees enjoy a hybrid work schedule, health benefits, and opportunities for growth within the company.

Join us in fostering customer satisfaction and delivering quality support!

Qualifications

  • Minimum 1 year of customer service experience.
  • Proficient with Microsoft Office suite.
  • Ability to communicate effectively with clients.

Responsibilities

  • Answer inbound calls from clients in a courteous and timely manner.
  • Process service forms and requests submitted by clients.
  • Adhere to company policies and regulatory requirements.

Skills

Customer service experience
Attention to detail
Problem-solving skills
Time management
Effective communication

Education

High School Diploma or equivalent (GED)
Bachelor’s degree in business, finance, or related field

Tools

Microsoft Excel
Microsoft Word
Microsoft Outlook

Job description

Advisor Group Inc. is seeking a full-time Client Support member for their La Vista location. This role involves providing exceptional support to clients by handling inquiries and processing service-related forms.

The position requires a customer-focused mindset, attention to detail, and a strong ability to solve problems. Employees enjoy a hybrid work schedule, health benefits, and opportunities for growth within the company.

Join us in fostering customer satisfaction and delivering quality support!

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Financial Services Client Support Associate - Hybrid
Financial Services Client Support Associate - Hybrid

Advisor Group • La Vista (NE)

Hybrid
USD 45,000 - 48,000
Health insurance
Vision insurance
Dental insurance
+2
Advisor Support Specialist – Financial Services (Hybrid)
Advisor Support Specialist – Financial Services (Hybrid)

Osaic • La Vista (NE)

Hybrid
USD 45,000 - 55,000
Health insurance
Vision insurance
Dental insurance
+3
Hybrid Client Support Specialist - Frontline & CRM
Hybrid Client Support Specialist - Frontline & CRM

Orion Advisor Technology, LLC • Omaha (NE)

Hybrid
USD 28,000 - 41,000
Health
Dental
Vision
+5
Client Support Specialist - Hybrid Onsite
Client Support Specialist - Hybrid Onsite

RTI Redtail Technology, Inc • Omaha (NE)

Hybrid
USD 28,000 - 41,000
Health, dental, vision insurance
401(k) with employer match
Parental leave
Client Experience Specialist (Hybrid)
Client Experience Specialist (Hybrid)

LE0123 Focus Partners Wealth LLC • Portland (OR)

Hybrid
USD 70,000 - 75,000
Hybrid work schedule
Client Success Specialist — Hybrid (Remote Options)
Client Success Specialist — Hybrid (Remote Options)

Remote Jobs • Andover (MA)

Hybrid
USD 80,000 - 87,000
Client Success Liaison - Hybrid & High-Impact Support
Client Success Liaison - Hybrid & High-Impact Support

Broadridge Financial Solutions • Kansas City (MO)

Hybrid
USD 50,000 - 64,000
Hybrid work model
Hybrid Client Support Specialist
Hybrid Client Support Specialist

Orion • Omaha (NE)

Hybrid
USD 28,000 - 41,000
Healthcare (medical, dental, vision)
Disability coverage
401(k) with employer match
+3
Hybrid Brokerage Transitions Specialist
Hybrid Brokerage Transitions Specialist

Advisor Group Inc. • La Vista (NE)

Hybrid
USD 50,000 - 55,000
Health insurance
Vision insurance
Dental insurance
+2
Client Success Specialist - Hybrid, Growth & Support
Client Success Specialist - Hybrid, Growth & Support

gWorks • Omaha (NE)

Hybrid
USD 23,419 - 30,307
Health, Dental, and Vision Benefits
401(k) with Company Match
Generous PTO
+1