Advisor Support Analyst occupation at NEXT Financial Holdings in Houston

NEXT Financial Holdings is at the momment seeking for Advisor Support Analyst on Tue, 31 Jul 2012 22:58:49 GMT. NEXT Financial Group Employee Position Description Position Title Customer Service Representative FLSA Status NON-EXEMPT Division/Department Representative Services EEO-1 Category 5-Office & Clerical Position Overview Answers questions, solves problems and interprets policies, standards and procedures to Field force. Activities include listening, collecting/documenting information...

Advisor Support Analyst

Location: Houston, Texas

Description: NEXT Financial Holdings is at the momment seeking for Advisor Support Analyst right now, this occupation will be dwelled in Texas. For complete informations about this occupation opportunity kindly see the descriptions. NEXT Financial Group

Employee Position Description

Position Title

Customer Service Representative

FLSA Status

NON-EXEMPT

Division/Department

Representative Services

EEO-1 Category

5-Office & Clerical

Position Overview

Answers questions, solves problems and interprets policies, standards and procedures to Field force. Activities include listening, collecting/documenting information, securing answers, reporting results to the inquiring party timely and professionally and documenting the outcome of the inquiry.

Knowledge and skills

REQUIRED

High school diploma or GED

2+ years of office experience.

2+ years of work experience using a personal computer and word processing, spreadsheets, and maintaining databases.

Attention to detail, ability to organize work, and follow-up skills are critical to the successful performance of position responsibilities.

Ability to prioritize and address multiple projects and meet deadlines is critical.

Strong interpersonal skills are critical.

.

DESIRED

Prior experience in the insurance industry and insurance license.

Familiarity with Independent Broker Dealer Industry

Prior licensing operations experience preferred

SUPERVISION RECEIVED

Position receives supervision from the Licensing Supervisor. When working on departmental or company-wide projects, supervision is provided by the project leader. Tasks and projects usually have predetermined standards for completion and deadlines. Incumbent will use judgment to prioritize tasks and projects. Incumbent will also alert project leaders. Time management and attention to progress against deadlines is critical.

SUPERVISION RESPONSIBILITIES

Not Applicable

COMPLEXITY AND TRAINING

Complexity and difficulty are derived from the need to support both ongoing operations and project work within the deadlines and performance expectations of the Manager-Licensing and project leaders. Time management and attention to progress against deadlines is critical.

As a Service Specialist, you will provide superior service to our

Investment Advisors. It\'s this level of service that differentiates

us from our competitors and serves as a sustainable competitive

advantage.

Responsibilities:

• Promote client retention and identify opportunities to build

existing relationships through timely and accurate operational

processing and service quality

• Collaborate with internal partners in delivery of timely and

accurate information in response to inquiries and/or service

issues

• Introduce new products and services as well as recommend

service enhancements

• Research and respond to client issues related to cost basis

information, cashiering functions, letters of authorization,

powers of attorney, product knowledge support

• Resolve complex situations or requests. This would include

but not limited to: research and correction for _______ reporting

issues, alternative investments, transfers, and complaints

Representatives work in small, highly collaborative teams of 10-15

professionals, are paid a salary.

The ideal candidate will have:

• Excellent operational, organizational and follow-up skills

with the ability to manage and process complex operational work

• Strong customer contact skills, along with excellent

interpersonal, verbal, and written communication skills

• Team-orientation with the ability to act as a resource for

development of the team\'s effectiveness.

• Positive attitude, enthusiasm, professionalism and strong work

ethic with high level of integrity and ethics

• Ability to be self-directed and quickly develop a full

understanding in New Accounts (NAC), Transfer of Assets (TOA),

Cashiering, Account maintenance processing

• The ability to multi-task, including speaking with customers

over the phone, assessing their needs, researching information

on the computer and providing clients with options at one time

• Intermediate to Advanced technical skills, with the ability to

utilize at least 7 different applications at one time,

including Windows, internet researching, database systems, and

email

• Two or more years in brokerage/financial services

In addition, ideal candidates will also have the followed preferred

qualifications:

• Series 7 & 63

( mso-comment-reference: LAW_3; mso-comment-date: 20100630T1103 )

preferred

• Bachelor\'s degree in finance, economics, business

administration, or related area is preferred

Job Requirements

Series 7,63 preferred
- .
If you were eligible to this occupation, please send us your resume, with salary requirements and a resume to NEXT Financial Holdings.

Interested on this occupation, just click on the Apply button, you will be redirected to the official website

This occupation starts available on: Tue, 31 Jul 2012 22:58:49 GMT

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