Client Support Specialist, Triad

2 months ago

Norcross, United States Advisor Group Full time

** Client Support Specialist, Triad**

*Share by Email* Location: 2300 Windy Ridge Parkway Atlanta, GA 5155 Peachtree Parkway #3220 Norcross, GA **Customer Service Opportunity in Financial Services**

**Client Support Specialist, Triad Advisors**

**Location(s): 5155 Peachtree Parkway, Norcross, GA 30092**

**Role Type: Full time**

**Summary:**

The Client Services Specialist will act as the primary point of contact for all operational questions/issues with affiliated advisors and their staff. As the advisors operations liaison, the candidate will clarify appropriate paperwork, communicate standard procedures, and resolve operational issues.

Ideal candidates must be capable of succeeding in a fast-paced team environment and possess a passion for elevating the advisor experience. This advisor centric role includes serving as subject matter expert and managing relationships between various business units, across the organization, to deliver seamless solutions to sometimes complex situations.

**Responsibilities:**

* Manage large amounts of inbound and outbound calls coupled with email notifications and requests from advisor and their support staff in a timely manner.

* Primary liaison between advisors and back office operations.

* Support advisors by providing accurate, timely and efficient responses to inquiries.

* Problem analysis and resolution.

* Provide operational guidance and product knowledge on all available Triad Advisors products and services.

* Work with our clearing firm, National Financial Services, as well as internal departments, such as Marketing, Compliance, Trading and Technology.

* Provide overflow support for NFS and direct business operational processing.

* Oversee the resolution of complex issues that may involve multiple departments and persons

+ Oversee and collaboratively assist other business units to assure resolution with satisfaction for the needs of our financial professionals

+ Proactively provide timely updates and statuses to aligned financial professional via FP channel of choice, as well as in contact management and/or workflow systems

+ Work independently to make decisions regarding resolution of issues

+ Exercise judgment to know when to escalate issues to management or senior personnel

+ Take ownership of service failures and stay involved throughout the service recovery process

**Education Requirements:**

H.S. Diploma Required, Bachelors Degree from accredited University preferred

**Basic Requirements:**

* 3+ years experience in the financial services industry with emphasis on back office operations required.

* FINRA Series 7 license

* Some brokerage and direct business experience needed.

* Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.

* Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rate, ratio and percent and to draw and interpret bar graphs.

* Ability to define problems, collect data, establish facts and draw valid conclusions.

* Working knowledge of Microsoft Word, Excel, Outlook and other Web-based applications.

* Strong interpersonal and team-building skills.

* Excellent verbal and written customer service, telephone, troubleshooting and communication skills.

* Strong customer service skills required.

* Possess excellent organizational skills with the flexibility to readily adapt to change.

* Must be detailed oriented, able to multi-task and have the ability to implement projects consistent with established Company and customer objectives.

* Ability to work in a results-oriented environment and to meet deadlines and service standard metrics.

**Preferred Requirements:**

* Knowledge of National Financial Services, FBSI, Wealthscape and/or Salesforce.

* FINRA Series 24 licenses preferred or the ability to obtain within 6 months of hire.

**Be A Part Of The Team Behind Our Success** At Advisor Group, we support financial professionals across the nation, the people who help everyday Americans achieve their dreams. Were a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

**Equal Opportunity Employer** Advisor Group is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

**Eligibility** Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Advisor Group.

**Unqualified Applications** Advisor Group does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

**Recruiting Agencies** Advisor Group only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.

Securities and investment advisory services are offered through the firms: FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Triad Advisors, LLC, and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., a broker-dealer and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. Advisor Group, Inc. is an affiliate of these firms. Category Description Status

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