Financial Services Representative

Customer Service Opportunity in Financial Services

Recent Grads welcome to apply!

Locations (On‑Site, 4 Days per Week Required):

Candidates must live near one of the listed hubs and be able to work the assigned schedule. Remote applicants are not being considered.

Schedule:

Aligned to local time zone; training schedule may differ

Compensation varies based on location, skills, experience, and education.

Benefits include medical, dental, vision, 401(k), paid time off, volunteer days, and more.

The Advisor Support team provides high‑quality service to financial professionals by handling inbound phone inquiries and processing service‑related forms with accuracy and attention to detail. This position is an excellent entry point into the financial services industry and is well‑suited for new graduates or early‑career professionals seeking long‑term growth.

You will gain hands‑on experience with core service processes, learn key systems and platforms, and support the daily operations of financial professionals nationwide. As your skills develop, you will have opportunities to expand your responsibilities and explore various career paths across the organization.

• Answer inbound calls from financial professionals in a professional and timely manner
• Provide guidance on accounts, products, services, and procedures
• Research and resolve issues, escalating when necessary
• Document all interactions accurately in internal systems

• Review and process service forms and requests
• Follow established workflows to meet turnaround expectations
• Communicate with advisors regarding missing or incomplete information

• Adhere to internal policies, regulatory standards, and data privacy requirements
• Maintain accuracy in all transactions and communications
• Participate in ongoing training to stay current on systems and procedures
• Partner with internal teams to resolve inquiries
• Identify trends and share feedback with leadership
• Contribute to a positive, customer‑focused team culture

• High attention to detail and accuracy
• Solid problem‑solving and critical‑thinking skills
• Effective time management and organization
• Motivation to grow within the financial services industry
• Minimum 1 year of customer service experience
• Proficiency with Microsoft Excel, Word, Outlook, and web navigation
• Ability to interpret policies, manuals, and technical guides
• High school diploma or GED required

• Internship, co‑op, or prior work experience (ideal for new graduates)
• 1+ year brokerage experience
• Experience with Envestnet or wealth management platforms
• Bachelor’s degree in Business, Finance, or related field
• Background in financial services, advisory support, billing, accounting, operations, or client service