Advisor Support Representative

Title: Advisors Support Representative / Customer Support Representative

Location: Oakdale, MN / Scottsdale, AZ/ La Vista, NE

Duration: Permanent (Direct - hire)

The Service Call Center is designed as an entry point to the organization, offering hands-on experience, ongoing training, and exposure to multiple areas of the business.

Education Requirements:

High School Diploma or equivalent (GED) required

Responsibilities:

Customer Support & Phone Inquiries

• Answer inbound calls from financial professionals in a courteous, professional, and timely manner
• Respond to questions regarding accounts, products, services, and procedures.
• Research and resolve issues efficiently, escalating complex matters as needed
• Document all interactions accurately in internal systems

Form Processing & Administrative Support

• Review, verify, and process service forms and requests submitted by financial professionals
• Follow established workflows and service-level agreements to meet turnaround time expectations
• Communicate with financial professionals regarding missing information or required corrections

Quality & Compliance

• Adhere to company policies, regulatory requirements, and data privacy standards
• Maintain accuracy and attention to detail in all customer interactions and transactions
• Participate in ongoing training to stay current on products, systems, and procedures

Collaboration & Continuous Improvement

• Work closely with internal teams to resolve inquiries and improve service delivery
• Identify trends or recurring issues and provide feedback to leadership
• Contribute to a positive team environment and customer-focused culture

Basic Requirements:

• Customer-focused mindset
• Attention to detail and accuracy
• Problem-solving and critical-thinking skills
• Time management and organizational skills
• Motivated individuals looking to grow a career in the Financial Services industry
• Minimum 1 year providing customer service; including, proven results in bringing solutions to challenging issues experience
• Proficient with Windows MS Excel, Word, Outlook, and Internet
• Ability to verbally communicate effectively with the Advisors regarding service issues
• Ability to read & interpret company policies, operations manuals, & technical guides

Preferred Requirements:

• For new graduates: internship, co-op experience, prior work experience
• 1 years' experience of brokerage experience
• Completion of the FINRA SIE exam
• FINRA Series 7
• Experience with Envestnet / Wealth Management Platform
• Bachelor's degree in business, Finance, or related field
• Prior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.

Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals.To learn more, please visit https://dexian.com/.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.