Customer Support Specialist

Get AI-powered advice on this job and more exclusive features. This range is provided by TRC Talent Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $45.00/yr - $55.00/yr Additional compensation types Annual Bonus TRC Talent Solutions is hiring Customer Support Specialists to support financial advisors and operational teams! This role is perfect for detail-oriented professionals eager to grow in financial services—offering structured training, hands-on experience with financial products, and the opportunity to build a rewarding career in a dynamic broker-dealer environment! Schedule and Compensation Hybrid Schedule: 4 days onsite, 1 day remote. Pay Rate: $45-55k annually + performance-based bonus Hours of Operation: Shifts after training: 10:30am – 7:00pm Key Responsibilities Provide Support for Financial Advisors: Respond promptly and accurately to advisor inquiries to ensure they can serve their clients effectively. Troubleshoot and resolve operational challenges, including account setup, transaction processing, and service requests, by leveraging resources and collaborating with internal teams. Conduct detailed research to address complex or escalated issues, delivering well-documented and actionable solutions. Proactively identify trends or recurring issues and suggest process improvements to enhance the advisor experience. Maintain an up-to-date understanding of company systems, processes, and financial products to deliver comprehensive support. Ensure Compliance and Operational Excellence Support adherence to regulatory requirements and operational standards. Assist in resolving compliance-related inquiries with precision and accuracy. Requirements Minimum of 2 years of experience in financial services operations or within a broker-dealer environment. Open to any individual that comes from a financial service industry. Familiarity with CRM tools such as Salesforce. High school diploma or equivalent (GED) required. Preferred Qualifications 4+ years of brokerage experience. Seniority level Entry level Employment type Full-time Job function Finance and Customer Service Industries Business Consulting and Services, Financial Services, and Investment Management #J-18808-Ljbffr TRC Talent Solutions