Client Service Representative III

We love finance, software, and (believe it or not), taxes - that's why we love what we do! At Avantax, we celebrate our diverse experience and unique contributions and use our combined knowledge to blaze new trails in tax-focused investing. As individuals, we contribute valuable insight from our career history to achieve the Avantax mission. As a team, we work together to make a real impact and have a lot of fun along the way. Our collaborative work features decades of expertise in wealth management.

We bring our unique experiences together to form the heart of Avantax - working in unison toward the goal of creating services that make it easy for clients and professionals to pursue their financial and business goals. At Avantax, we are committed as a company and individuals to the diversity, equity and inclusion of our clients, team members and the communities in which we work.

Are you an innovative problem-solver who's eager to take on new challenges, collaborate with diverse team members and achieve excellence? If so, life at Avantax may be the opportunity for you.

Position Summary

Avantax is seeking a Client Service Representative III that will be assigned a client base of top-producing financial advisors. The selected incumbent will also support their business needs and practices, recognize trends to provide proactive guidance, successfully handle and diffuse escalations and have an understanding of financial products to provide a high-touch service experience.

Essential Duties & Responsibilities

The major responsibilities of the position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

• Providing oversight and relationship management to a client base of top-producing financial advisors and assistants.
• Answering incoming phone calls and emails to provide expedient and accurate information to advisors and assistants regarding programs, platforms, documents, new account set up, transfer of assets, trading and commissions, etc.
• Serving as an educational resource by providing financial product knowledge and training on proper processes and procedures.
• Serving as a liaison between internal departments to resolve outstanding issues for advisors and assistants.
• Analyze and comprehend complex functions and be able to disseminate that knowledge in a clear and understandable format to others.
• Recommend areas for process and procedure improvement to improve office efficiency.
• Other job duties as defined.

Education & Experience

• BA/BS in Business, Finance, or a related field preferred.
• Series 7, 63/65, or 66 required (if not licensed, must obtain licenses within 9 months).
• Minimum 3-5 years of experience in a high-energy call center financial environment, preferably in a client relationship management role.

Physical Demand & Work Effort

• Keying/typing, standing, walking.
• Sitting for an extended period.
• Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.
• The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.
• Compliance with company attendance standards.

Comprehensive Benefits

We offer a competitive salary, outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with company match.

#Avantax

At Avantax®, we believe our work benefits from the diverse perspectives of our employees. As such, Avantax welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Avantax, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.

Avantax and its business lines, Avantax Wealth Management® and Avantax Planning Partners℠ are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under federal or state law.

Avantax considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law.

If you need assistance or accommodation due to a disability, you may contact us at [email protected], or by calling 972-870-6000 to speak with a member of the HR Talent Acquisition team.