Service Specialist II

The Service Specialist II will provide solutions in response to incoming telephone calls and written correspondence from Financial Advisors and Client Support Team members in an accurate and efficient manner, while considering different variables such as legal/regulatory guidelines and risk to the firm. The associate will not provide recommendations on the suitability of investments as it pertains to clients.

Shift Time: 10 AM – 7 PM CST

Responsibilities

• Following successful completion of initial training, associate will require understanding of financial tools offered by the firm along with product and services.
• Associates work both independently and with each other to provide branch teams with accurate information and support for Portfolio, Financial Foundations and other firm software tools through calls and written correspondence.
• Communicate the impact of operational procedures and processes ...