Branch Service Advisor | Financial Licensing Required
Core
Serve as a key point of contact for Financial Advisors (FAs) and internal partners, processing FA requests, resolving inquiries, and addressing service needs with professionalism and efficiency.
Role type
Branch Service Advisor
Builds
High-touch support for Financial Advisors and internal operational units
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
complex customer question resolution, custom order processing, issue escalation management, customer relationship development, CRM data entry, regulatory compliance adherence
Preferred skills
digital communication leverage, service conversation navigation, frustrated customer handling, trust establishment within buying centers
Technologies
CRM systems, digital communication tools (email, text, chat, social media)
Responsibilities
Provide advanced product/service information and respond to complex customer questions; Record and process custom/special orders; Respond to advanced issue escalations; Make calls to allocated customers to develop new relationships; Schedule follow-up actions and enter relevant information into the CRM system; Interview customers to clarify requirements
Seniority
Junior to Mid-level, individual contributor