Job Description

Job Description

Job Description

TRC, in partnership with our client, is seeking driven individuals to join an extraordinary Financial Advisor Support team . If you excel in a fast-paced environment, love solving problems, and enjoy working collaboratively, this opportunity is perfect for you!

As a key team member, you’ll play a vital role in supporting Financial Advisors and colleagues with operational and transition activities. Your work will directly enhance service quality and operational efficiency. To set you up for success, you'll participate in a structured training program designed to equip you with the tools and expertise needed to excel. Working in a dynamic broker-dealer environment, you'll develop a strong understanding of financial products, compliance requirements, and operational processes—skills that will propel your career in financial services!

Schedule and Compensation:

• Hybrid Schedule: 4 days onsite, 1 day remote.
• Hours of Operation: 10:30 AM – 8:00 PM ET (8-hour shifts).

Key Responsibilities:

• Provide best-in-class education, service, and support for our network of Financial Professionals
  by answering questions and researching issues.
• Learn and support various financial products.
• Accurately define nature of call and determine Financial Professional's needs.
• Support internal teams on financial transaction, account maintenance, new accounts, transfers, and other activities.
• Use of various software / financial platforms.
• Actively support the departmental goals by staying attentive to the phone system queues.
• Perform required duties within internal applications as appropriate, with high attention to detail and quality.
• Create a strong working relationship with customers and internal teams.
• Demonstrates the ability to reach decisions promptly and implement appropriate action, deferring to manager only when appropriate.
• Educate customers where to find online information All other duties as assigned.

Requirements:

• 2+ years of customer service or contact center experience.
• Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint.
• Excellent communication & organizational skills.
• Quick learner with basic technical skills to efficiently navigate through various systems.
• STRONG customer focus orientation.
• High attention to detail, analytical mindset, and problem-solving skills.
• Be able to work independently and maintain elevated levels of quality.
• Self-motivated individual capable of meeting departmental expectations and deadlines
• Ability to participate and contribute to a team environment.

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