Associate Field Practice Support Specialist

Customer SupportCustomer SupportFull TimeRemoteTeam 5,001-10,000Since 1922H1B SponsorCompany SiteLinkedIn

Location

Wisconsin

Posted

6 days ago

Salary

$18 - $25 / hour

2 yrs expEnglish

Job Description

• Efficiently work across 15+ systems to create, compile, and organize documents for appointment preparation • Drive engagement by scheduling client meetings on behalf of FAs, ensuring timely and professional coordination • Handle incoming calls from members, providing exceptional service and addressing inquiries with accuracy and care • Complete a set list of administrative and operational tasks with efficiency, attention to detail, and consistency • Prepare polished, client-facing marketing materials that align with brand standards and enhance client engagement • Maintain and update client information and preferences in database management systems, ensuring data integrity and accuracy • Contact clients to gather information, schedule appointments, and provide timely reminders, enhancing client experience • Assist Financial Advisors with meeting preparation and follow-up, helping to streamline processes and improve client service • Take on additional well-defined tasks as needed to support the team and maintain operational efficiency

Job Requirements

  • 2+ years of customer service or phone-based support experience
  • Excellent proficiency with typing and the ability to navigate multiple systems quickly and efficiently
  • Polished phone demeanor with excellent tone, etiquette, and interpersonal skills
  • Strong written and verbal communication with high attention to detail
  • Maintains the highest level of integrity when handling sensitive and confidential information
  • Passion for serving others, with the ability to establish rapport, foster loyalty, and build strong relationships with both internal and external customers
  • Thrives in a dynamic, fast-paced environment and demonstrates flexibility in shifting priorities
  • Skilled at working with diverse teams across the enterprise, fostering strong partnerships and teamwork

Benefits

  • various bonuses (including, for example, annual or long-term incentives)
  • medical, dental, and vision insurance
  • health savings account
  • flexible spending account
  • 401k
  • pension
  • life and accidental death and dismemberment insurance
  • disability insurance
  • supplemental protection insurance
  • 20 days of Paid Time Off each year
  • Sick and Safe Time
  • 10 paid company holidays
  • Volunteer Time Off
  • paid parental leave
  • EAP
  • well-being benefits
  • other employee benefits

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