Financial Services Associate
4 days ago
At Advisors Excel, we are seeking a highly organized and detail-oriented Financial Services Associate to join our team. As a key member of our operations team, you will be responsible for reviewing documents, following up on pending business, and handling customer service calls.
Key Responsibilities:
- Input, review, and submit new account applications and service documents
- Provide exceptional customer service to advisors and their office staff
- Conduct follow-up calls and emails to ensure timely processing of applications
Requirements:
- Strong organizational skills and ability to manage multiple priorities
- Excellent communication and interpersonal skills
- Ability to work independently and collaboratively as part of a team
What We Offer:
- Competitive salary and benefits package
- Opportunities for professional growth and development
- A dynamic and supportive work environment
Advisors Excel is an Equal Employment Opportunity Employer. We welcome applicants from diverse backgrounds and are committed to creating an inclusive workplace.
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