Financial Services Representative at Dexian in Lake Elmo, Minnesota

Advisor Support Representative

Location: Atlanta, GA & La Vista, NE & Oakdale, MN & Scottsdale, AZ & St. Petersburg, FL

Duration: Direct Hire

Salary Range: $45K - $55K/annually

Our client is seeking a customer-focused and detail-oriented Advisor Support Representative to join their growing Financial Services operations team. This role serves as a primary point of contact for financial professionals, providing high-quality support related to account servicing, operational inquiries, documentation processing, and service requests.

This is an excellent opportunity for individuals looking to build a long-term career within the Financial Services and Wealth Management industry. The ideal candidate will possess strong communication skills, administrative accuracy, and the ability to manage multiple priorities in a fast-paced environment.

Key Responsibilities

• Respond to inbound calls and service inquiries from financial professionals in a professional and timely manner
• Provide support related to accounts, operational procedures, products, and service requests
• Research and resolve issues efficiently while escalating complex matters when necessary
• Accurately document customer interactions and updates within internal systems
• Review, validate, and process service forms and operational documentation
• Ensure all requests are completed within established turnaround times and service standards
• Communicate with advisors and internal teams regarding missing documentation or required corrections
• Maintain compliance with company policies, regulatory requirements, and data privacy standards
• Support continuous improvement initiatives by identifying recurring service issues and operational gaps
• Collaborate cross-functionally with operations, compliance, and service teams to enhance the customer experience
• Participate in ongoing training related to products, systems, and operational procedures

Qualifications

• High School Diploma or GED required
• Minimum 1 year of customer service, client support, call center, or operations experience
• Strong verbal and written communication skills
• Ability to manage high-volume phone interactions professionally and effectively
• Excellent attention to detail and organizational skills
• Strong problem-solving and critical-thinking abilities
• Proficiency with Microsoft Office Suite including Excel, Outlook, and Word
• Ability to multitask and work efficiently in a fast-paced environment
• Comfortable learning new systems, workflows, and operational procedures

Preferred Qualifications:

• Experience within Financial Services, Banking, Brokerage, or Wealth Management
• FINRA SIE Exam completion or active Series 7 license preferred
• Exposure to investment advisory or broker-dealer environments
• Experience with account servicing, operational processing, or advisor support
• Bachelor's degree in Business, Finance, Accounting, or related field preferred
• Familiarity with Wealth Management or Advisor Platforms such as Envestnet is a plus

Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals. Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.