Branch Service Advisor | Financial Licensing Required
Core
Serve as a key point of contact for Branch & Concierge Services, processing financial advisor (FA) requests, resolving complex customer inquiries, and managing custom/special orders.
Role type
Senior Financial Service Advisor / Client Liaison
Builds
High-touch client support and operational coordination for financial advisors and retail customers
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Complex customer inquiry resolution, custom order processing, regulatory compliance adherence, CRM data entry, sales script execution, relationship building, conflict de-escalation, opportunity identification
Preferred skills
Advanced product knowledge, client retention strategies, sales conversation navigation, trust establishment within buying centers
Technologies
CRM systems, digital communication channels (email, text, chat, social media)
Responsibilities
Respond to complex customer questions and advanced issue escalations; Record and process custom/special orders; Make calls to develop new relationships and resolve complaints; Interview customers to clarify requirements using complex sales scripts; Provide exceptional service to encourage continued product use; Develop knowledge of organizational policies and regulatory codes.
Seniority
Mid-level, works with full competence and minimal supervision