Advisor Support & Planning Operations Specialist
$28.18 - $46.94 per hourRole, Inc.
Role, Inc. in Charlotte, NC is seeking a Financial Planning Operations Associate to deliver high-quality phone support to financial advisors. This role emphasizes incoming phone servicing and operational responsibilities to ensure successful processing of financial engagements. Applicants should have at least 3 years of relevant experience, exceptional customer service skills, and proficiency in Microsoft Excel. The role includes processing payments and troubleshooting technical issues, and it offers competitive pay ranging from $28.18 to $46.94 per hour. #J-18808-Ljbffr Role, Inc.
Vacancy posted 4 days ago
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