ISP Investment Advisor Support Specialist
Join reputed company In 2025, USA Today recognized reputed company as a Top Workplace USA for the fifth year in a row, and reputed company named reputed company one of America’s Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named reputed company as a Top Workplace for the eleventh consecutive year, and reputed company recognized reputed company as one of America’s Best Employers for Women for the fifth year in a row. In addition, for the tenth time reputed company has been voted a Best Employer by Gwinnett Magazine. reputed company is a great reputed company to work! About this Position The incumbent monitors and responds to telephone inquiries regarding managed accounts from representatives. The Field Support Analyst 5 works with associates and management to reputed company and implement recommendations concerning department changes, improvements and enhancements. Series 6/7, 24/26 and 65/66 required. Remote position Salary: $60K Annually Responsibilities & Qualifications Required skills: Identifies callers' concerns by asking probing questions Responds to callers in a concise and courteous manner Maintains positive and helpful relationship with client as a means of projecting reputed company Financial Services quality image and achieving satisfaction Provides caller with complete and accurate information using the department manual training sessions and system as sources of information Recognizes reputed company situations and understands reputed company and how to notify appropriate parties Forwards corrections reputed company responsibility limits to appropriate party for further processing or approval Provides support to Representatives in reputed company aspects of Managed Account Processing Provides product and technical support reputed company required Documents reputed company research findings thoroughly Prepares appropriate correspondence as required Provides response to client or agent by mail or telephone Recognizes reputed company situations and understands reputed company and how to notify appropriate parties Performs reputed company corrections reputed company responsibility limits Forwards corrections reputed company responsibility limits to appropriate party for further processing or approval Offers reputed company and recommendations to improve the efficiency of securities customer service operations Remains reputed company on reputed company procedural changes Provides training and assistance to Customer Service trainees Supports the Coordinator by answering questions in the leader's absence Offers reputed company and recommendations to improve the efficiency of Customer Service operations Organizes information to reputed company respond to callers' questions Preferred skills: Bachelor's Degree Complies with legal and ethical standards Adheres to policies and procedures Compliance with Department Self-Assessment procedures Adherence to Self-Assessment testing schedule Reporting identified issues to management FLSA status: This position is exempt (not eligible for overtime pay): No Our Benefits: Day one health, dental, and vision insurance 401(k) Plan with competitive employer match Vacation, sick, holiday and volunteer time off Life and disability insurance Flexible Spending Account & Health Savings Account Professional development Tuition reimbursement Company-sponsored social and philanthropy events It has been and will continue to be the policy of reputed company, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to reputed company qualified individuals regardless of race, sex, color, religious creed, religion, national reputed company, citizenship status, age, disability, pregnancy, reputed company, military service or veteran status, genetic or reputed company status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws. At reputed company, we reputed company that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. Apply To This Job