Advisor
Advisor Support Supervisor
Scottsdale, AZ · Full-time
Sponsorship not specified$55k-$58kDetected 1 day ago
SalesforceCRMPerformance ManagementCustomer SupportCommunicationMentoringOrganizational Skills
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15Unrated
Cap-exempt (no lottery)0
Sponsors this role0
Entry-level history0
PERM / green-card track0
Lottery odds (Level I)39
Fits your clock70
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About the role
- Our ideal candidate ensures the quality and timeliness in delivery of service.
- Your contributions will ensure that our Financial Professionals get best-in-class service in every interaction with Osaic.
- Current Employees and Contractors Apply Here
Responsibilities
- Lead a team of Advisor Support agents that will support and retain Osaic's Financial Professionals.
- Effectively coach, in a diversity of ways, to drive team results for advisor satisfaction, service, quality, and productivity aligned to department objectives
- Support the entire Advisor Support team with real time help floor walking and being support to team members who need additional coaching
- Support the management chat channel, answering team member questions real time
- Develop and maintain internal relationships
- The supervisor will be responsible for supporting the Advisor Support phone agents and answering questions related to the common call types we receive, including money movement, account maintenance, new account opening, etc.
- A collaborative and entrepreneurial approach will drive success as you help to resolve complex Financial Professional inquiries on behalf of the team you lead.
- This position's primary objective is to manage a group of individual agents who are responsible for the service and retention of Financial Professionals within the Advisor Support population while supporting the quality development of Advisor Support as a whole.
Requirements
- Minimum of high school diploma or equivalent is required.
- Minimum 2 years related experience within the industry, interfacing regularly with financial professionals
- Experience and comfort level with engaging and supporting the needs of high producing Financial Professionals
- Ability to display relentless poise in a fast/high pressure and demanding environment with a heightened level of advisor dedication
- Successful track record of customer-centric decision making
- Ability to cope with and persevere through frequent and unexpected changes
- Excellent organizational skills, with the ability to handle multiple tasks
- At least 2 years management experience required with demonstrated ability to develop people, at different performance levels, via established performance objectives, regular feedback, and appropriate recognition
- The Ideal Supervisor of Advisor Support must be capable of succeeding in a fast-paced team environment and possess a passion for elevating the advisor's experience.
Nice to have
- Preferred Requirements:
- Bachelor's degree in business, Finance or related field is preferred CRM experience / Salesforce experience.
- Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree.
Compensation
- $55,000 - $58,000 per year + annual performance-based bonus
- Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
- Our competitive compensation is just one component of Osaic's total compensation package.
- As a Supervisor of Advisor Support, you will engage directly with our customers - over 11,000 Financial Professionals across the country, helping grow and support their firms while leading a team of Advisor Support phone professionals who do the same.
Benefits
- $55,000 - $58,000 per year + annual performance-based bonus
- Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more.
- Osaic Benefits.
- Set team goals, establish vision and take action to achieve goals.
- Education Requirements:
- Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
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