Robert Half International Advisor Services Representative in Overland Park, Kansas
Description Advisor Services Representative: Responsibilities: Meet performance expectations (quality, adherence, etc.) Utilize professional communication skills during each phone interaction Perform research and solve complex inquiries Provide timely follow-up to internal and external inquiries Provide a caller experience that is complete and accurate Adhere to daily shift schedule and be punctual Knowledgeable of various technology platforms utilized by field personnel and customers Knowledgeable of various policies and processes for brokerage and investment advisory programs Adapt to changes in regulatory and business requirements Collaborate with peers and leadership Be a team player Contribute in support functions to support business needs Requirements Requirements: Bachelor’s degree or equivalent experience 0-2 years of financial services experience; contact center experience a plus Excellent communication skills Proven customer service skills Ability to handle high stress situations in a fast-paced environment Strong interpersonal skills and ability to work confidently and cooperatively with all levels of home office and field staff Highly responsive and proactive, supporting business leaders and stakeholders Demonstrates superior organizational skills, time-management, and follow-up skills Be self-motivated and detail-oriented Proficiency using Microsoft Office products (Word, Excel, PowerPoint, and Outlook) We are proud of our diverse and inclusive workplace where we cultivate a culture of belonging and value our employees for their unique perspectives. Our culture is rooted in our Values of Act with Integrity, Focus on Client Success, Be Growth Minded, Embrace Accountability, and Champion Collaboration.
OfficeTeam, a Robert Half Company, matches professionals in the administrative field with remote or on-site jobs on a temporary and temporary-to-full-time basis. Whether you're a seasoned administrative pro or starting your career, we have options for you.
Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.
When you work with us, you’re working with the best. has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was named to Forbes’ inaugural list of America’s Best Temporary Staffing Firms.
Questions? Call your local office at 1.888.490.4154. All applicants applying for U.S. job openings must be authorized to work in the United States. Benefits are available to temporary professionals. Visit https://roberthalf.gobenefits.net/ for more information.