Customer Service Representative, Advisor Relations
Remote
Core
First point of contact for financial advisors, resolving inquiries via phone/email and providing technical support for tools.
Role type
Customer Service Representative (Advisor Relations)
Builds
Advisor support and tool troubleshooting
Domain
Financial services / Mutual funds
Deliverable
client delivery
Required skills
active listening, problem-solving, multi-priority management, technical troubleshooting, process documentation
Preferred skills
IFIC Operations Course completion, advanced English proficiency
Technologies
JIRA, Stellar Service
Responsibilities
Respond to inbound calls and emails, provide technical support and troubleshooting, follow up on pending requests, escalate unresolved issues, document interactions in JIRA, participate in process improvement meetings
Seniority
Mid-level (2-3 years experience)
