Customer Service Advisor providing technical support and processing orders for Superglass and Sterling at Etex. Engaging with customers via phone and ensuring high - quality service.
About the role
- Advisor Support Specialist delivering industry-leading support to Financial Advisors while managing inquiries and cross-departmental projects. Focused on client satisfaction and relationship management in a fast-paced environment.
Responsibilities
- Deliver industry-leading support to Financial Advisor clients
- Manage day-to-day inquiries while orchestrating cross-departmental projects
- Cultivate and maintain strong relationships with Financial Advisors
- Act as the primary point of contact for client-related tactical issues
- Address Financial Advisor inquiries via phone, portal, email, and group inbox
- Provide daily support and data issue resolution
- Conduct thorough needs assessments and deliver tailored solutions
- Organize, manage, and execute cross-department client-related projects
- Maintain accurate records of client interactions and resolutions
- Escalate complex issues appropriately while maintaining ownership of client experience
Requirements
- 1-3 years of client service representative or customer support experience, preferably in financial services
- Bachelor's degree
- Proficiency with: Word processing software (Microsoft Word, Google Docs)
- Spreadsheet software (Excel, Google Sheets)
- Accounting software
- Internet and web-based applications
- Project management tools
- Database software and CRM platforms
- Excellent written and verbal communication abilities with demonstrated professionalism
- Strong analytical skills with ability to assess client needs and deliver effective solutions
- Superior time management and multitasking capabilities in a deadline-driven environment.
Benefits
- company-paid medical premiums of 90%
- a competitive time-off program
- equity-based grants for all new hires
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