Everest Support Specialist

Everest Support Service Professional

Customer Service Opportunity in Financial Services

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista: 12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

OR Currently Working Remote

Role Type: Full-time

Salary: $50,000 - $52,000 + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.

Summary

As a member of our Everest Services team, you will support our top Advisors by answering inbound calls related to brokerage operation questions, explaining policies and procedures, processing brokerage transactions, and researching operations transactions. You will collaborate with direct team members and employees throughout the firm.

We are looking for a driven and motivated individual to join our Everest Services team. A successful candidate will be able to learn quickly, retain knowledge, multi-task, and have a strong customer service focus.

Education Requirements

Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. A minimum high school diploma or equivalent is required.

Responsibilities

• Receive inbound calls from top Advisors who have service-related issues and log calls into Support Center CRM system
• Create a strong working relationship with top Advisors and their assistants
• Work independently to make decisions regarding the resolution of issues
• Exercise judgment to know when to escalate issues to the manager
• Analyze problems and follow through to resolution
• Works collaboratively with other business units including clearing firms to ensure satisfaction with the needs of our Advisors
• Meet quality and production goals
• Assist with other projects as needed
• Keep up to date on changes in industry and business processes
• All other duties as assigned.

Basic Requirements

• 1 - 2 years of experience in the Osaic Advisor Support team or other related areas of the firm
• 3 5 years of Financial Services customer experience
• Must be proficient in the following: Microsoft Excel, Word, Outlook, and Teams
• Strong relationship management qualities
• Strong written and verbal communication
• Able to learn new systems, processes and retain knowledge
• Attention to detail
• Organizational skills

Preferred Requirements

• FINRA Licensed