Advisor Services Specialist

6 days ago


Phoenix, United States TEKsystems Full time
Job DescriptionJob Description

Description

The Job/What You’ll Do: The Advisor Services Specialist supports Financial Advisors by providing fast and reliable guidance to Financial Advisors and their Service Staff as they use the AssetMark platform to serve their end clients' investment and financial planning needs. The Service Specialist also provides administrative training and website usability support to Financial Advisors. A successful Advisor in this position will be customer-service oriented and client-focused in delivering the best client experience possible. Responsibilities: • Provide phone-based support to inbound inquiries and requests • Collaborate with a variety of internal teams to deliver reliable answers and oversight to client requests • Partner with Sales Consultants to ensure advisors are satisfied and empowered to make the most of our platform • Follow-up and ownership of requests to provide reliable support • Serve advisors in a way that generates loyal, growing advisors who promote the AssetMark platform to their colleagues • Takes accountability for all interactions with internal and external customers • Reports any poor customer experience and works to ensure fast, fair resolutions that restore trust and confidence and keeps the advisor informed about ongoing progress • Effectively contains service issues within the service organization • Reports feedback on desired platform improvements • Helps manage firm risk by setting appropriate expectations and giving clear guidance

Skills

financial operation, banking, customer service oriented, sales, wealth management, Professional Communication, email, financial services, Customer service, Ms office suite, 401k

Top Skills Details

financial operation,banking,customer service oriented,sales,wealth management,Professional Communication,email,financial services

Additional Skills & Qualifications

Attention Recruiters: • Mandatory that we only see candidates with 2-3 years of recent contact center experience. Open to any industry of Contact center, however if they come from a Financial with experience in wealth management or 401k that is preferred • No Job hoppers, or employment gaps. • Must have RFL for all positions. • References are to be completed before sending sub to AM.

Experience Level

Intermediate Level

Pay and Benefits

The pay range for this position is $20.00 - $24.00

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Phoenix,AZ.

Application Deadline

This position will be accepting applications until Jan 15, 2025.

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.



  • Phoenix, United States TEKsystems Full time

    DescriptionThe Job/What You’ll Do:The Advisor Services Specialist supports Financial Advisors by providing fast and reliable guidance to Financial Advisors and their Service Staff as they use the AssetMark platform to serve their end clients' investment and financial planning needs. The Service Specialist also provides administrative training and website...


  • Phoenix, United States TEKsystems Full time

    *Description* The Job/What You'll Do: The Advisor Services Specialist supports Financial Advisors by providing fast and reliable guidance to Financial Advisors and their Service Staff as they use the AssetMark platform to serve their end clients' investment and financial planning needs. The Service Specialist also provides administrative training and website...

  • Service Advisor

    1 day ago


    Phoenix, United States Camelback Hyundai Camelback Kia Full time

    Company DescriptionCamelback Hyundai / Camelback Kia is looking for customer service driven service advisorsTraining Pay available for new service advisors.Sign on bonus for experienced Hyundai or Kia advisors.5 day work week.Role DescriptionThis is a full-time on-site role as a Service Advisor at Camelback Hyundai / Camelback Kia in Phoenix, AZ. As a...

  • Service Advisor

    14 hours ago


    Phoenix, United States Camelback Hyundai Camelback Kia Full time

    Company DescriptionCamelback Hyundai / Camelback Kia is looking for customer service driven service advisorsTraining Pay available for new service advisors.Sign on bonus for experienced Hyundai or Kia advisors.5 day work week.Role DescriptionThis is a full-time on-site role as a Service Advisor at Camelback Hyundai / Camelback Kia in Phoenix, AZ. As a...


  • Phoenix, Arizona, United States Spieldenner Financial Group Full time

    We are currently seeking highly motivated individuals to join our team as Financial Services Advisors. As a member of our team, you will have the opportunity to work with mid-market families and help them protect their financial well-being from unexpected downturns in the economy, critical illness, disability, or death.Our company, Spieldenner Financial...


  • Phoenix, Arizona, United States CommonSpirit Health Full time

    Job Description:  As a Physician Advisor Specialist, you will be responsible for reviewing medical records, understanding Medicare Inpatient Prospective Payment System (IPPS) intricacies, and making medical determinations on severity of illness and acuity. You will also communicate with treating physicians, case and utilization management teams, and health...

  • Support Specialist

    1 week ago


    Phoenix, Arizona, United States Priority Financial Group Full time

    About the RoleThis dynamic support position offers an exciting opportunity to work with our talented team of Financial Advisors, providing expert administrative support and exceptional client service.Responsibilities Include:Advisor Support:Serve as a trusted advisor support specialist, responding to inquiries, resolving issues, and addressing requests from...


  • Phoenix, United States Kerry's Car Care Full time

    Kerry's Car Care Job OpportunityWe are seeking experienced Service Advisors who can learn our procedures and step into a management position quickly. As a Service Advisor, you will greet customers, assist with inquiries, and document repair orders thoroughly. You will also communicate with technicians to ensure timely completion of services.Salary and...


  • Phoenix, Arizona, United States Priority Financial Group Full time

    Job OverviewWe are seeking an experienced support specialist to join our team at Priority Financial Group, providing high-level administrative support to our esteemed Financial Advisors. This role requires strong organizational and multitasking skills, excellent communication skills, and proficiency in using various office software and tools.Key...


  • Phoenix, Arizona, United States Simplicity Group Holdings Full time

    Job Overview:Simplicity Group Holdings is seeking a highly motivated and results-driven Financial Advisor Growth Specialist to join our team. This role is ideal for an individual who is passionate about helping clients achieve their financial goals and wants to be part of a fast-growing company in the independent financial services sector.In this position,...


  • Phoenix, Arizona, United States Priority Financial Group Full time

    Job SummaryWe are seeking a highly skilled Customer Service Specialist to join our Priority Financial Group team. As a key member of our operations team, you will provide exceptional support to our financial advisors, ensuring seamless day-to-day operations and delivering top-notch customer service.


  • Phoenix, Arizona, United States Brakes Plus Full time

    Job TitleAutomotive Service Advisor LeadAbout the JobWe are seeking a highly motivated and experienced Automotive Service Advisor Lead to join our team at Brakes Plus. As a key member of our service department, you will be responsible for leading a team of technicians and providing exceptional customer service.ResponsibilitiesLead a team of technicians to...


  • Phoenix, Arizona, United States Disability Solutions Full time

    Your Impact:We are looking for an experienced professional to join our team as a Treasury Management Advisor II. As a key contributor, you will be responsible for driving business growth, developing strategic partnerships, and delivering world-class treasury management services to our customers. This is a unique opportunity to work with a leading financial...


  • Phoenix, Arizona, United States Bank of America Full time

    Bank of America seeks a Client Services Advisor to join its Retail Banking team in Phoenix, Arizona. As a key member of our team, you will be responsible for resolving routine client requests through calls, chats, or emails in an inbound contact center environment.The ideal candidate will possess excellent communication skills, attention to detail, and the...


  • Phoenix, United States AAA NCNU Full time

    Job DescriptionJob DescriptionWe call our club's vision, mission, values, and supporting pillars "Our House" because they are the foundation for all that we do.  We're working to transform AAA for the next century with a mission to create Members for life by unleashing the innovative spirit of our Team Members.Come Join Us!Up to 17 days PTO first...


  • Phoenix, Arizona, United States Camelback Subaru Volkswagen Full time

    Job DescriptionWe are seeking a highly skilled and motivated Service Advisor to join our team at Camelback Volkswagen Subaru. As a key member of our service department, you will be responsible for providing exceptional customer service and ensuring that our customers receive prompt, courteous, and effective service.Key Responsibilities:Oversee service orders...


  • Phoenix, Arizona, United States Brakes Plus Full time

    Job TitleBrakes Plus Team Lead - Service AdvisorAbout the JobWe are seeking a highly motivated and experienced Service Advisor to lead our team at Brakes Plus. As a key member of our service department, you will be responsible for providing exceptional customer service and leading a team of technicians.ResponsibilitiesLead a team of technicians to ensure...


  • Phoenix, Arizona, United States AZ Euros, LLC Full time

    AZ Euros, LLC is looking for a Senior Automotive Service Specialist to join our team. This role requires strong technical knowledge and exceptional problem-solving skills to diagnose and repair complex issues with European vehicles.Responsibilities:Conduct thorough test-drives and utilize advanced diagnostic tools to evaluate vehicle components and...

  • Road Service Advisor

    1 month ago


    Phoenix, United States Trans System Full time

    Trans-System Inc is a recognized expert in the trucking industry, melding advanced technology, experienced employees, and a passion to do it right. From our humble beginnings with 1 truck in 1972 to nearly 1000 tractors across the company today, Trans-System thrives on excellence in service and being true to our word. As a Road Service Advisor, you will...


  • Phoenix, United States Scott's Automotive Inc Full time $50,000 - $70,000

    About the Job:Scott’s Automotive is a family-focused organization powered by some of the best leaders in the automotive industry and we are looking to add to our growing family!Scott’s Auto is looking for a Experienced self-motivated Service Advisor that fits our culture. Knowledge of manufacturers maintenance schedule for multiple years makes and...