Operations Support Specialist

2 months ago


San Diego, California, United States Atria Wealth Solutions Full time
About the Role

We are seeking a highly skilled Operations Support Specialist to join our team at Atria Wealth Solutions. 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
  • Customer Service: Respond to customer inquiries, resolve issues, and provide timely and professional support via phone, email, or other communication channels.
  • Policy Interpretation: Interpret policies, standards, and procedures to field force, ensuring accurate and consistent application.
  • Problem-Solving: Analyze complex issues, identify solutions, and implement effective resolutions.
  • Process Improvement: Collaborate with internal teams to identify areas for process improvement and implement changes to enhance efficiency and effectiveness.
  • Knowledge Management: Develop and maintain knowledge of our products and services, staying up-to-date on industry trends and regulatory requirements.
Requirements
  • Education: High School Diploma required; education preferred or equivalent work experience.
  • Experience: 2+ years of call center, banking service center, or help desk experience.
  • Skills: Strong interpersonal skills, attention to detail, follow-up skills, ability to prioritize multiple projects, and ability to enter data in company computer systems.
What We Offer
  • Competitive Salary: Atria Wealth Solutions offers a competitive salary range of $40,000 to $50,000, based on skills, experience, and location.
  • Benefits Package: A comprehensive benefits package, including medical, dental, vision, prescription drug benefits, retirement savings, paid time off, paid holidays, critical illness insurance, veterinary pet insurance, employee assistance program, life insurance, short and long-term disability insurance, and legal plan.
About Atria Wealth Solutions

Atria Wealth Solutions is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions, and their clients. We empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

We are an equal opportunity employer committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.



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