Advisor Experience Representative
Irving, TX 75038 | TempToFT
Are you looking for a job with a purpose, great company culture, and a work/life balance? CornerStone Staffing has partnered with a customer that is a leading financial services firm that provides financial planning with a purpose, in the heart of the Dallas/Fort Worth Metroplex. See below for steps to apply for your new career with a top firm TODAY!
CornerStone Staffing is currently recruiting for the following position:
Job Title: Advisor Experience Representative
Length of Assignment: Temp to possible hire
Location: Irving, Texas
Schedule: Hours: Must be flexible for 8 hour shift between hours of 7am-7pm as well as flexible for OT during the week and possible Saturday's occasionally
The Advisor Experience Specialist is responsible for providing Advisors with guidance and support by answering basic general information calls coming into the firm as the first point of contact. The representative is responsible for supporting internal employees and Advisors by providing consistent and timely customer service.
Essential Duties and Responsibilities:
Provide professional, accurate, courteous, friendly, and timely telephone service to all members and potential members. (Answer telephone immediately and respond to all correspondence following specified turnaround time.)
Accurate and correct routing of requests that fall outside of your area of expertise.
Provide Advisors with any requested documentation or paperwork needed to support sales and marketing strategies.
Work with Advisors on the generation of complete and correct paperwork for sales execution.
Able to work within a call center environment understanding its structure and adhere to schedule and punctuality requirements.
Take ownership of all member requests, and transfer to the appropriate department.
Maintain and foster a spirit of team work between employees in the department and to help encourage inter-departmental teamwork.
Effectively use open-ended probing questions to identify members needs and recommend products/services to fulfill those needs.
Analyze and comprehend complex functions and be able to disseminate that knowledge in a clear and understandable format to others.
Fosters a positive customer service orientation.
Other duties as assigned.
Education and Experience:
Brokerage/financial services experience is a requirement
5-7 years in a professional or customer service role required.
Bachelor s degree preferred.
Demonstrate sound problem solving and decision-making skills.
Results oriented and proactive with ability to balance multiple high-priority initiatives/projects concurrently and complete multiple tasks simultaneously to complete assigned projects within prescribed deadlines.
Ability to cope with stressful situations and maintain a calm and professional demeanor.
Application Process Includes:
Basic clerical testing
Benefits once hired on:
Great vacation benefits - work/life balance!!
Full comprehensive benefits package
To Apply for this Job:
Click the ApplyOnline button at the top of this page, then:
If you are currently registered with CornerStone Staffing, click the I have a username and password and want to log in button to add yourself as a candidate to this job.
If your are NOT currently registered with CornerStone Staffing, click the I need to register button to complete the application.
APPLY IN PERSON at 9am SHARP (Monday-Thursday) for Immediate Consideration and ask for Leigh!
CornerStone Staffing Las Colinas
5525 N. MacArthur Blvd, #155
Irving, TX 75038
Our office is located at 5525 N. MacArthur Blvd, Suite 155 inside MacArthur Plaza. MacArthur Plaza is a 9 story glass building located South of Highway 114 on the west side of the street at the intersection of Walnut Hill & N. MacArthur. The building is directly across the street from LA Fitness. There is free visitor parking on the North and South side of the building. Once in the parking lot, you can enter the building from either side, our suite is located directly behind the security desk, suite 155