Financial Services Representative

1 month ago


San Diego, California, United States Atria Wealth Solutions Full time
Operations Support Specialist

Atria Wealth Solutions is seeking a skilled Operations Support Specialist to join our team. As a key member of our organization, you will play a critical role in providing exceptional customer service to our financial professionals and clients.

Key Responsibilities:
  • Answer questions, resolve problems, and interpret policies, standards, and procedures for financial professionals affiliated with our firm.
  • Provide timely and professional support to clients, including answering approximately 40-45 inbound calls daily.
  • Initiate outreach campaigns to financial professionals to gather feedback and improve service and internal processes.
  • Process items such as check requests, ACH requests, adding new accounts, and other functions as required.
  • Thoroughly investigate reports of deficient procedures/policies.
Requirements:
  • High School Diploma required; education preferred or equivalent work experience.
  • 2+ years of call center, banking service center, or help desk experience.
  • Strong interpersonal skills, attention to detail, and ability to prioritize multiple projects.
  • Ability to enter data in company computer system while on calls.
Why Work at Atria?

Atria Wealth Solutions offers a competitive salary, full benefits package, and opportunities for professional growth and development. We are committed to diversity, inclusion, and belonging, and we strive to create a workplace culture that values and respects all employees.



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