Advisor Services Specialist

TEKsystems
$20.00 - $24.00 / hr
life insurance, sick time, 401(k), retirement plan
United States, Arizona, Phoenix
Jan 01, 2025
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.