Advisor Support Representative

Quick Apply

TRC, in partnership with our client, is seeking driven individuals to join an extraordinary Advisor Support Representative. If you excel in a fast-paced environment, love solving problems, and enjoy working collaboratively, this opportunity is perfect for you!

This organization is a large U.S.-based wealth management and financial services platform that supports independent financial advisors and institutions.

As a key team member, you’ll play a vital role in supporting Financial Advisors and colleagues with operational and transition activities. Your work will directly enhance service quality and operational efficiency. To set you up for success, you'll participate in a structured training program designed to equip you with the tools and expertise needed to excel. Working in a dynamic broker-dealer environment, you'll develop a strong understanding of financial products, compliance requirements, and operational processes—skills that will propel your career in financial services!

Schedule and Compensation:

Hybrid Schedule: 4 days onsite, 1 day remote.
Hours of Operation: 7:30 AM – 7:30 PM (8-hour shifts).
Location: Scottsdale, AZ

Key Responsibilities:

Provide Support for Financial Advisors:
- Respond promptly and accurately to advisor inquiries to ensure they can serve their clients effectively.
- Troubleshoot and resolve operational challenges, including account setup, transaction processing, and service requests, by leveraging resources and collaborating with internal teams.
- Conduct detailed research to address complex or escalated issues, delivering well-documented and actionable solutions.
- Proactively identify trends or recurring issues and suggest process improvements to enhance the advisor experience.
- Maintain an up-to-date understanding of company systems, processes, and financial products to deliver comprehensive support.
Ensure Compliance and Operational Excellence:
- Support adherence to regulatory requirements and operational standards.
- Assist in resolving compliance-related inquiries with precision and accuracy.

Requirements:

Minimum of 2 years of experience in financial services operations or within a broker-dealer environment.
Familiarity with CRM tools such as Salesforce.
Previous experience in a call center setting.
High school diploma or equivalent (GED) required.

Preferred Qualifications:

4+ years of brokerage experience.

Company Description:
TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.

#ZR

Apply Here

5 Questions You Should Ask During the Interview

Here are 5 questions we think you could ask during your interview. Use them as a guide to help you write your own questions.

Remember: Always have at least 5 questions prepared for the interview. If you do not, you run the risk of looking unprepared.

What does success look like in this role, and how is it measured?

Why ask this? You want to ensure you have a clear understanding of expectations before accepting the role. Knowing how success is measured helps you hit the ground running and avoid surprises about performance evaluations. It also signals to the employer that you're results-driven.

Can you describe the team dynamic and the company culture?

Why ask this? Skills and experience matter, but if the work environment isn’t a good fit, you won’t be happy or productive. This question helps you gauge whether the company values collaboration, how teams interact, and whether the culture aligns with your work style and values.

What are the biggest challenges facing the person in this role right now?

Why ask this? Every job has challenges, and it’s better to know them upfront. This helps you assess whether the role is a good fit for your strengths and whether the company is realistic about its expectations. If they hesitate to answer, it could be a red flag.

How does the company support work-life balance and employee well-being??

Why ask this? Burnout is real, and some companies expect employees to sacrifice personal time for the job. By asking this, you’ll get a sense of how they value work-life balance, flexibility, and well-being—things that are crucial for job satisfaction and long-term success.

These questions help you make an informed decision while also showing your professionalism and strategic thinking!

Quick Apply