Advisor Services Administrator Jobs

Looking for a career and not just a job?

Are you a people person who is driven to provide the best customer service?

Like to work in a fast-paced environment where the focus is on customer service?

Are you an organized person who can remain focused on the details of the job when under pressure?

Answering phones and scheduling appointments

Write up of work orders and estimates.

Identify customers’ current and future needs to proactively enhance the customer experience.

Minimum 2 - 3 years experience working within an investment firm/dealer back office.

Actively identify opportunities that contribute to the satisfaction of service and operations goals through workflow, productivity, and quality prioritization.

Correspond with customers via phone, fax, email or written correspondence, where appropriate.

Adhere to all policies, procedures, guidelines and customer service standards to achieve operational, productivity and quality objectives.

Good understanding of rules and regulations governing the mutual fund/securities industry.