Advisor Support Specialists
Locations: Atlanta, GA; La Vista, NE; Oakdale, MN; Scottsdale, AZ;
St. Petersburg, FL
Recourse Communications Inc. (RCI) is proud to partner with a leading financial services organization to identify Advisor Support Specialists who will provide exceptional service and operational support to more than 11,000 Financial Professionals nationwide.
What You’ll Do
As a key member of the customer-facing team, you’ll handle incoming inquiries, research and resolve account issues, and help ensure every interaction delivers a best-in-class experience. This is a Monday–Friday, in-office role (four days onsite and one remote) with shift options of 10:30 a.m.–7:00 p.m. EST or 11:00 a.m.–7:30 p.m. EST. The position begins with a structured Training Cass starting November 3.
Key Responsibilities:
- Provide responsive, high-quality support via phone and email to Financial Professionals.
- Research and resolve account maintenance, transfers, and transaction requests.
- Learn and support a variety of financial products and systems.
- Ensure accuracy, compliance, and attention to detail in every interaction.
- Collaborate with internal teams to deliver seamless customer service.
Qualifications
- 2+ years of customer service or call-center experience (financial services preferred).
- High school diploma or GED required; bachelor’s degree preferred.
- Strong communication, problem-solving, and organizational skills.
- Proficiency with Microsoft Office and comfort navigating multiple systems.
- FINRA SIE or Series 7 licenses preferred.
The Perks
- An annual performance bonus
- Comprehensive coverage from day one: Medical, Dental, Vision, and Life Insurance.
- Financial well-being: 401(k) with company match and annual performance bonus.
- Time to recharge: 20 days PTO, 10 paid holidays, and additional volunteer time off.
- Career growth: Ongoing training, professional development, and tuition reimbursement.
- Wellness & balance: Mental health resources, recognition programs, and employee events.
Apply Now
This is an excellent opportunity to grow your career with a company known for its professional development, collaborative culture, and commitment to client service excellence. Click Apply Now to submit your updated resume.