Customer Support Specialist

TRC Talent Solutions; Smyrna (GA); Hybrid; USD 45,000 - 55,000; Full time

Job summary

A financial services firm in Georgia is hiring Customer Support Specialists to assist financial advisors. This entry-level role offers structured training and a hybrid work schedule. Candidates should have 2 years of experience in financial services operations and familiarity with CRM tools like Salesforce. The pay ranges from $45k to $55k annually, along with performance-based bonuses.

Qualifications

• Minimum of 2 years of experience in financial services operations or within a broker-dealer environment.
• Familiarity with CRM tools such as Salesforce.
• High school diploma or equivalent (GED) required.

Responsibilities

• Provide support for financial advisors responding to inquiries.
• Troubleshoot and resolve operational challenges.
• Conduct detailed research to address complex issues.
• Identify trends or recurring issues suggesting improvements.
• Support adherence to regulatory requirements.

Skills

Customer service

Problem solving

Financial services knowledge

CRM tools

Education

High school diploma or equivalent (GED)

Tools

Salesforce

Job description

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This range is provided by TRC Talent Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$45.00/yr - $55.00/yr

Additional compensation types

Annual Bonus

TRC Talent Solutions is hiring Customer Support Specialists to support financial advisors and operational teams! This role is perfect for detail-oriented professionals eager to grow in financial services—offering structured training, hands-on experience with financial products, and the opportunity to build a rewarding career in a dynamic broker-dealer environment!

Schedule and Compensation

• Hybrid Schedule: 4 days onsite, 1 day remote.
• Pay Rate: $45-55k annually + performance-based bonus
• Hours of Operation: Shifts after training: 10:30am – 7:00pm

Key Responsibilities

• Provide Support for Financial Advisors:
• Respond promptly and accurately to advisor inquiries to ensure they can serve their clients effectively.
• Troubleshoot and resolve operational challenges, including account setup, transaction processing, and service requests, by leveraging resources and collaborating with internal teams.
• Conduct detailed research to address complex or escalated issues, delivering well-documented and actionable solutions.
• Proactively identify trends or recurring issues and suggest process improvements to enhance the advisor experience.
• Maintain an up-to-date understanding of company systems, processes, and financial products to deliver comprehensive support.

Ensure Compliance and Operational Excellence

• Support adherence to regulatory requirements and operational standards.
• Assist in resolving compliance-related inquiries with precision and accuracy.

Requirements

• Minimum of 2 years of experience in financial services operations or within a broker-dealer environment. Open to any individual that comes from a financial service industry.
• Familiarity with CRM tools such as Salesforce.
• High school diploma or equivalent (GED) required.

Preferred Qualifications

• 4+ years of brokerage experience.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Customer Service

Industries

• Business Consulting and Services, Financial Services, and Investment Management