Inclusively is partnering with a financial services company to hire a Tailored Branch Support Service Specialist II (CST/EST). **Please note: this role is NOT an internal position with Inclusively but with the partner company.**

ABOUT INCLUSIVELY

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Job Overview

The Tailored Branch Support Service Specialist II partners with multiple Financial Advisors (FA) and Client Support Teams (CST) simultaneously, by executing upon and performing the BOA 5 Core Elements to support the branch business plan objectives, increasing overall branch capacity.

• Consistently executing the appointment process
• Deepen and broaden client relationships
• Make it easy to do business through digital client experience
• Continuously improve and execute client and branch processes
• Facilitate branch business planning process

TBS Service Specialists maintain long-term, mid-range, and short-term partnerships to meet specific individual branch needs.

• Partner with multiple FAs and Client Support Teams virtually to plan and execute daily branch functions and add value through project work, client outreach, account maintenance, research, financial planning assistance, etc.

• Deliver excellent remote client service by anticipating branch and client needs and delivering the right outcome, improving the client experience through branch partnerships, and effectively communicating in a timely manner

• Provide a high level of support to multiple FAs and Client Support Teams and serve as a resource to idea share, problem solve, and take action

• Create and update standard operating procedures for the branch, and contribute business plan objectives and results

• Provide advanced administrative support, i.e.: Identify opportunities, answer incoming calls and emails, schedule/follow up appointments, document management and scanning, asset movement, balance priorities and time management across multiple branch partnerships simultaneously, etc.

• Assist multiple FAs and Client Support Teams with event planning and seminars

• Leverage high level of administrative experience as branch partner

Qualifications

•Minimum of 3 years of administrative support or customer service experience

•Bachelor's degree preferred or equivalent experience

•Superior client service skills, working independently and in a team environment

•Strong problem solving and analytical skills

•Ability to navigate conflict resolution and change management

•Excellent verbal and written communication skills

•Organizational and time management skills with ability to multi-task

•Strong computer and technical skills including effective use of Microsoft Office applications, and familiarity with Salesforce Desktop preferred.

•Comfortable utilizing multiple systems at the same time, troubleshooting and maintaining stakeholder relationships

•Critical thinking along with self-sufficient decision making

•Capable of working in a fast paced, team-oriented environment, quickly learning and applying new and complex information.

•MUST live in either the CST or EST time zone.

Salary $42,100 Annually