Advisor Support Representative at The Judge Group Inc. in CULVER CITY, California

Job Description:

Location: Culver City, CA

Salary: $54,000.00 USD Annually - $90,000.00 USD Annually

Description: Our client is currently seeking a Advisor Support Representative
These roles will be located in either Dallas, TX OR Culver City, CA on a full-time basis.


What you'll do

• Utilize proprietary and partner systems to diagnose and resolve complex customer inquiries spanning across account opening, funding, trading, fee billing, reporting, and account maintenance


• Sleuth defects and proactively shepherd to resolution


• Provide exceptional customer service -- go above and beyond to foster rapport, delight customers, and drive loyalty


• Become an expert in product offering


• Translate complex customer issues for both technical and non-technical audiences


• Tag data and feedback gathered through customer interactions to help Altruist prioritize product roadmap and process optimization decisions


• Help maintain and update response templates and platform FAQs


• Adhere to compliance and regulatory guidelines at all times

WHAT YOU'LL BRING

• 2+ years of customer support or call-center experience


• 2+ years broker-dealer operations or clearing firm experience


• Working knowledge of investing and what Registered Investment Advisors (RIAs) do on behalf of their clients


• Proficiency with ticket management systems such as Zendesk and Jira


• Deep empathy for our customers; exemplary active listening and interpersonal skills


• Able to deal with frequent change, delays, or unexpected events.


• Can easily manage multiple tasks in a well-organized and highly detailed manner while working in a fast-paced, perpetually evolving, early-stage, start-up environment


• Motivated to uncover the root cause of issues and drive them to resolution


• Team mindset focused on setting each other up for success; low ego


• Strong written and verbal communication skills


• Approach all job responsibilities with a sense of urgency and attention to detail


• A bachelor's degree or equivalent experience

If you're interested in a new role, please reach out to Pmahoney@judge.com

By providing your phone number, you consent to: (1) receive automated text messages and calls from the Judge Group, Inc. and its affiliates (collectively "Judge") to such phone number regarding job opportunities, your job application, and for other related purposes. Message & data rates apply and message frequency may vary. Consistent with Judge's Privacy Policy, information obtained from your consent will not be shared with third parties for marketing/promotional purposes. Reply STOP to opt out of receiving telephone calls and text messages from Judge and HELP for help.



Contact: pmahoney@judge.com


This job and many more are available through The Judge Group. Find us on the web at www.judge.com Apply Now