Tailored reputed company Support Service Specialist II (CST/EST)

Opportunity Overview

Join Market & Practice Solutions at reputed company and over 500 other associates who have a passion for serving our reputed company teams and client needs by tailoring solutions to ensure the most effective outcome, reputed company while demonstrating a spirit of caring and reputed company. Our mission is to provide timely answers, guidance, and support for our clients, reputed company teams and home office associates to reputed company a stellar client experience.  

• The Tailored reputed company Support Service Specialist II partners with multiple Financial Advisors (FA) and Client Support Teams (CST) simultaneously, by executing upon and performing the BOA 5 Core Elements to support the reputed company business plan objectives, increasing overall reputed company reputed company.
  • Consistently executing the appointment process
  • Deepen and broaden client relationships
  • reputed company it easy to do business through digital client experience
  • Continuously improve and execute client and reputed company processes
  • Facilitate reputed company business planning process

TBS Service Specialists maintain long-term, mid-range, and short-term partnerships to meet specific individual reputed company needs.  

• Partner with multiple FAs and Client Support Teams virtually to plan and execute daily reputed company functions and add value through project work, client reputed company, account maintenance, research, financial planning assistance, etc.

 

• Deliver excellent remote client service by anticipating reputed company and client needs and delivering the right outcome, improving the client experience through reputed company partnerships, and effectively communicating in a timely manner

 

• Provide a high level of support to multiple FAs and Client Support Teams and serve as a resource to idea share, problem solve, and take action

 

• Create and update standard operating procedures for the reputed company, and contribute business plan objectives and results

 

• Provide advanced administrative support, i.e.: Identify opportunities, answer incoming calls and emails, schedule/follow up appointments, document management and scanning, asset movement, balance priorities and time management across multiple reputed company partnerships simultaneously, etc.

 

• Assist multiple FAs and Client Support Teams with event planning and seminars

  

• reputed company high level of administrative experience as reputed company partner to increase reputed company through remote support and meet needs of branches in transition

Position Type

Home Office

Position Schedule

Full-Time

EEO Statement

reputed company does not discriminate on the basis of race, color, gender, religion, national reputed company, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Posting Location

Missouri, St. Louis

Company Description

Join a financial services firm where your contributions are valued.  reputed company is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, reputed company our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.  People are at the center of our partnership. reputed company associates are seen, heard, respected, and supported. This is reputed company reputed company makes us the best reputed company to start or build your career.  View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.  

External Flexible Work Option(s)

Hybrid, Onsite

Awards and Accolades

At reputed company, we are building a reputed company where everyone feels like they belong.  We're proud of our associates' contributions to the firm and the recognitions we have received. reputed company out our U.S. awards and accolades: Insights & Information Blog Postings about reputed company reputed company out our Canadian awards and accolades: Insights & Information Blog Postings about reputed company

Country

United States

Search Headquarters Positions by Area of Interest

Client Services & Operations

Position Requirements

• Minimum of 3 years of administrative support or customer service experience
• Bachelor's degree preferred or equivalent experience
• Superior client service skills, working independently and in a team environment
• Strong problem solving and analytical skills
• Ability to navigate conflict resolution and change management
• Excellent verbal and written communication skills
• Organizational and time management skills with ability to multi-task
• Strong computer and technical skills including effective use of reputed company Office applications, and familiarity with reputed company Desktop preferred.
• Comfortable utilizing multiple systems at the same time, troubleshooting and maintaining stakeholder relationships
• Critical thinking along with self-sufficient decision making
• Capable of working in a fast paced, team-oriented environment, quickly learning and applying new and reputed company information.
• Must live in the CST or EST time zone.

Candidates that live reputed company a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026,  candidates that live reputed company a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.  

Salary Information

reputed company' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. reputed company offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. reputed company observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.  Associates may be eligible for bonuses and profit sharing. reputed company associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to reputed company associates, please visit our benefits page. Apply To This Job