Opportunity Description
Join a leading financial services organization supporting advisors across the country. This role is ideal for professionals who enjoy problem-solving, case resolution, and providing exceptional customer support in a fast-paced environment.
Responsibilities
+ Support advisors and their staff with compensation and commission-related inquiries.
+ Research and resolve complex cases received via phone and email.
+ Communicate with internal and external partners to ensure timely issue resolution.
+ Educate clients on compensation structures, billing events, and reporting tools.
+ Manage case documentation and follow through to resolution.
+ Deliver a high-quality customer experience while handling sensitive financial matters.
Qualifications
+ Bachelor's Degree in Business Administration, Financial, or similar degree
+ 2+ years of customer service experience
+ 2+ years of financial serv...
Responsibilities
+ Support advisors and their staff with compensation and commission-related inquiries.
+ Research and resolve complex cases received via phone and email.
+ Communicate with internal and external partners to ensure timely issue resolution.
+ Educate clients on compensation structures, billing events, and reporting tools.
+ Manage case documentation and follow through to resolution.
+ Deliver a high-quality customer experience while handling sensitive financial matters.
Qualifications
+ Bachelor's Degree in Business Administration, Financial, or similar degree
+ 2+ years of customer service experience
+ 2+ years of financial serv...
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