Advisor Services Specialist

Job Posting

Responsibilities + Provide telephone-based administrative training to advisors and sales using services, as needed, to communicate procedures, documentation requirements, and account processing methodologies. + Adheres to service center standards (balances advisor need with service center metrics). + Receives incoming calls from advisors and sales and addresses questions, issues, and concerns. + Takes total ownership and accountability to all interactions with internal and external customers. + Initiates outbound communications with advisors and sales regarding open issues and concerns based on inquiries. + Reports all "outside/in" and "inside/out" defects to the customer experience group and communicates ongoing progress toward resolution to the advisor until the resolution is completed; provides feedback to the advisor regarding changes in corporate policies/procedures or related areas which were implemented as a result of the identified deficit. + Continually evaluate day-to-day activities for process improvement opportunities; speaks about outages, offers solutions, and makes improvements; must be solution oriented. + Participate in selected departmental process improvement initiatives and duties as assigned. + Manage firm risk by setting appropriate expectations. + Supports and adheres to departmental standards for call management.

Qualifications + Bachelor's degree or equivalent experience + Minimum of 2 years' financial services industry experience

Pay and Benefits The pay range for this position is $25.00 - $27.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type This is a hybrid position in Chicago, IL. Application Deadline This position is anticipated to close on Sep 2, 2025.