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AdvisorSync Specialist — Client Services Leader

Remote / Online - Candidates ideally in
Minnetonka, Hennepin County, Minnesota, 55345, USA
Listing for: AdvisorNet Financial, Inc.
Full Time, Remote/Work from Home position
Listed on 2025-12-10
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company is seeking an Advisor Sync Specialist to provide exceptional client service and administrative support to financial advisors. Responsibilities include managing client inquiries, maintaining client records, and ensuring compliance with regulations. The ideal candidate should have 3-5 years of experience in customer service, possess relevant FINRA registrations, and have a background in the financial services industry. This full-time position offers competitive pay and comprehensive benefits, including work-from-home options.
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