Associate Practice Support Specialist

Job Summary

A company is looking for an Associate Field Practice Solutions Specialist, Remote.

Key Responsibilities

• Manage entry-level administrative tasks and assist Financial Advisors with meeting preparation and follow-up
• Schedule client meetings and handle incoming calls from members, providing exceptional service
• Prepare client-facing marketing materials and maintain client information in database management systems

Required Qualifications

• 2+ years of customer service or phone-based support experience
• Excellent proficiency with typing and ability to navigate multiple systems efficiently
• Maintains the highest level of integrity when handling sensitive information
• Ability to establish rapport and build strong relationships with customers
• Thrives in a dynamic, fast-paced environment with flexibility in shifting priorities