NextPath Workforce Solutions is currently seeking a Branch Services Advisor to join our client’s team in Southfield, MI. This is a Hybrid, Contract position.
SALARY: $30-$33 per hour (depending on experience)
Unfortunately, at this time our client is unable to sponsor or transfer visas. Only candidates authorized to work in the US without sponsorship should apply.
REQUIREMENTS:
• SIE certification
• Experience in the financial services industry, preferably in brokerage
• Experience in an inbound phone support role and comfort working in a predominantly phone-based position
• Basic systems knowledge, including the ability to navigate systems and troubleshoot basic issues for Financial Advisors
• Excellent customer service skills
• Bachelor’s degree and two years of service industry experience, preferably in financial services
• Series 7 and Series 63 licenses, or the ability to obtain them within 120 days upon conversion to a full-time position, if applicable
RESPONSIBILITIES:
• Act as a liaison between home office departments and branch offices to research and resolve escalated client account issues through phone, correspondence, email, and online inquiries
• Independently research and resolve moderately complex issues while following company policies and procedures
• Follow up with branch personnel and clients to confirm issue resolution and satisfaction
• Respond to inquiries regarding program qualifications, instructions, and paperwork requirements
• Explain operational policies and procedures applicable to retail-level activities
• Coordinate with Registrations, Sales Management, and Compliance to monitor and resolve issues requiring branch or Financial Advisor escalation
• Explain available systems to branch personnel and direct Financial Advisors to the appropriate tools
• Execute trades in the absence of a Financial Advisor
• Assist branches and asset management teams with requirements for specific advisory account types
• Serve as a point of contact for firm initiatives, process changes, and unexpected events
• Coordinate attorney-related inquiries and requests
• Maintain accurate records of incoming calls, resolutions, and follow-up activities
• Answer questions about account statements and interpret products and information across various statement types
• Evaluate and determine approval for branch-submitted fee waivers
• Assist branches and Financial Advisors with trade-related costs
• Support branches during business continuity events
• Perform other assigned duties and responsibilities
NEXTPATH WORKFORCE SOLUTIONS: NextPath is a strategic talent partner connecting skilled professionals with organizations driving innovation and growth. Our recruiting team brings more than 80 years of combined experience delivering workforce solutions that align the right talent with the right opportunities. We work with leading companies across the country, offering flexible engagement models including contract, project-based, contract-to-hire, and direct hire roles. If the position above doesn’t appear to fit, we do have a host of clients with roles that could be a match and not every position will be posted. Feel free to reach out to find a better match by emailing your resume to apply@nextpathcp.com for a recruiter to engage. We are an Equal Opportunity Employer
View all open jobs: http://www.nextpathcp.com
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