Advisor Support Representative

As an Advisor Support Representative at TEKsystems, your main responsibilities include providing comprehensive support to financial advisors, answering queries, and resolving issues related to operational and transition activities. You'll hear inquiries about money movements, account maintenance, and system navigation, ensuring that our advisors receive the guidance they need to work efficiently.

TEKsystems prefers candidates for the Advisor Support Representative role to possess 2-5 years of investment industry experience, alongside a Bachelor's degree in Finance or Business. While not mandatory, holding a Series 7 or Series 6 license, or an SIE certificate can enhance your candidacy. Experience with financial firms like Fidelity or Schwab is a plus!

When you join TEKsystems as an Advisor Support Representative, you'll participate in a dedicated training cohort designed to equip you with the skills needed to support advisors effectively. This training covers operational processes, familiarizes you with various financial products, and enhances your problem-solving techniques when dealing with advisors' inquiries.

The hybrid work model at TEKsystems allows Advisor Support Representatives the flexibility to balance in-office collaboration with remote work. This setup fosters productivity and maintains strong team relationships while giving you control over your work-life balance, which is essential in the fast-paced finance industry.

At TEKsystems, the salary for an Advisor Support Representative ranges from $19.00 to $25.00 per hour. Factors such as your level of experience, certifications, and indeed, qualifications may impact your salary, with higher compensation available for those who hold relevant licenses.

In handling frustrated advisors, I emphasize active listening and empathy. I would calmly acknowledge their concerns, reassure them that I'm there to help, and guide them through resolving their issues step-by-step, ensuring they feel supported throughout the call.

I have extensive experience with several financial products, including mutual funds, retirement accounts, and investment advisory services. In my previous roles, I've supported advisors in transactions relating to these products and have developed a solid understanding of their processes and regulations.

I am proficient in various financial platforms, including proprietary systems used for account management and transactions. Additionally, I have experience with call center software and CRM tools, which enhance my ability to track and manage inquiries efficiently.

To prioritize calls, I would assess the urgency of each inquiry. I’d handle any time-sensitive issues first, while keeping an open line of communication with the advisors waiting for support. This approach ensures that everyone receives timely assistance based on their specific needs.

I believe in breaking down complex information into digestible parts and using visual aids whenever possible. By providing clear instructions and demonstrating new processes through hands-on examples, I can help advisors understand and adapt to any changes in a way that's both informative and engaging.

One time, an advisor faced a technical glitch while trying to open new investment accounts. I walked them through the troubleshooting process step-by-step. By maintaining calmness and providing ongoing support, we resolved the issue effectively, restoring their confidence in our systems.

My strong background in the investment industry, combined with my commitment to client service, makes me a perfect fit for the Advisor Support Representative role. I thrive on helping others, and I’m dedicated to continuous learning, ensuring that I’m always prepared to meet the advisors’ needs.

I follow relevant finance publications, subscribe to industry newsletters, and participate in professional development courses. Engaging with networks of finance professionals also helps me to stay updated on changes affecting financial advisors and their operations.

Maintaining detailed documentation is key to ensuring continuity of service. I adopt a structured method, recording each advisor interaction thoroughly in our systems, which aids in tracking follow-ups and supports future inquiries from advisors.

I manage stress by staying organized and prioritizing my tasks. Regular breaks and mindfulness exercises help me remain focused. When working at my best, I can provide outstanding support to advisors even under pressure.