Practice Support Specialist

  • Complete service forms
  • Navigate other business areas to complete tasks
  • Identify proactive ways to support practices
  • Support application preps
  • Data entry into advice tools
  • Identify and provide service solutions for members and field partners
  • Support other product and marketing specific tasks as needed
  • Keying data entry efficiently and accurately with proficiency in typing/keyboard is required. Polished phone demeanor, tone and etiquette are required
  • Flexibility to work a schedule based on business needs.  Schedules do not typically fluctuate; however, there are times where it may change.
  • Has a passion to serve others.  Ability to establish rapport, build relationships and loyalty with external and internal customers as well as coworkers.

Required Job Qualifications

  • High school diploma/GED required college degree a plus
  • 1 or more years customer services experience.
  • High level of efficiency with strong attention to detail
  • Strong verbal and phone skills required
  • Experience with business tools (e.g.Microsoft Word, Excel, Adobe and Salesforce)
  • In-depth experience with one or more financial products (Mutual Funds, Investments, Annuity, Life) and supporting systems
  • Ability to maintain integrity of sensitive/confidential information