Advisor Support & Operations Specialist
Job in
Buckeye, Maricopa County, Arizona, 85326, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
Jobtailor is seeking an experienced Client Support Specialist to provide high-quality phone support to WealthAG advisors across specialized teams and their end-clients in a fast-paced financial services environment.
In this on-site role, you will handle inquiries such as account notifications, cash management, RMD outreach, document signing and unsolicited trades, while coordinating rollovers and transfers (ACAT) with accuracy.
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