Financial Services Associate

4 days ago


Topeka, Kansas, United States Advisors Excel Full time
Job Title: Financial Services Associate

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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