Advisor Platform & Escalation Specialist (Remote/Hybrid
Remote / Online - Candidates ideally in
Kingsport, Sullivan County, Tennessee, 37662, USA
Listed on 2026-08-17
Kingsport, Sullivan County, Tennessee, 37662, USA
Listing for:
RFG Advisory
Full Time, Remote/Work from Home
position Listed on 2026-08-17
Job specializations:
-
Customer Service/HelpDesk
Job Description & How to Apply Below
RFG Advisory is seeking a role focused on Pershing platform support and advisor experience. The position can be based in our Birmingham office on a hybrid schedule (3 days in‑office, 2 remote) or fully remote with occasional travel to Birmingham as onboarding and travel requirements arise.
The role reports to the Senior Director of Operations and centers on serving Advisors, owning escalation paths, training the team, and maintaining accurate custodian data across platforms such as Pershing and
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