Service Delivery Expert

7 days ago


Topeka, Kansas, United States Advisors Excel Full time
Service Delivery Expert

We are seeking an organized and detail-focused individual to join our team as a Service Delivery Expert. The successful candidate will be responsible for reviewing documents, following up on pending business, and handling customer service calls.

  • Review and submit new account applications and service documents with precision and attention to detail.
  • Deliver exceptional customer service via phone calls regarding pending applications, compensation, and financial transactions with advisors and their staff.
  • Follow up on pending applications through phone or email to ensure timely processing and resolution.
Requirements:
  • Strong analytical skills to review documents and resolve issues efficiently.
  • Excellent communication skills, particularly over the phone, with diverse personality types.
  • Ability to work independently and collaboratively as part of a team.
  • Proficiency in using PCs and working on multiple platforms.
Bonus Points:
  • Security license(s)
  • Previous experience in the financial services industry
  • Customer service experience
What You'll Get:
  • A competitive salary ranging from $70,000 to $90,000 per year.
  • A comprehensive benefits package including medical, dental, vision, and 401k (with matching options).
  • Access to on-site primary care, café, and gym facilities.
  • Opportunities for personal and professional growth within a dynamic company.
  • Recognition for hard work and exceptional performance.
About Us:

At Advisors Excel, we strive to support independent financial advisors nationwide by providing operational, sales, and marketing functions to help grow their businesses.



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