Client Service Representative IV

Blucora has a bold aspiration: we are committed to giving all people the tools needed to lead healthy financial lives - tools often reserved for the wealthy.

We now turn to the next leg, developing the technological tools that make our vision of financial health for all a reality. Atypical for the financial services industry, we take a contemporary approach to strategy and product development that is founded in user insights, rapid testing, and a singular focus on driving end-user value.

Since charting new territory daily is part of everyone's job at Blucora, we've attracted team members who thrive on the challenge, encourage each other, and are passionately committed to the goal. If you agree that problem-solving is a team sport, and feel energized by a good debate, deep-dive research, or a fun night out with colleagues, we might be the right firm for you!

Position Summary

Avantax Wealth Management, a subsidiary of Blucora and sister company to Avantax Planning Partners and TaxAct is seeking a Client Service Representative IV that will be assigned a client base of top-producing financial advisors, support their business needs and practices, recognize trends in order to provide proactive guidance, successfully handle and diffuse escalations, and have an understanding of financial products in order 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.
• May provide guidance to other team members that have top-producing financial advisors as to their clients.
• Will partner with management to identify trends, best practices, and proactive ways to provide better service and support for the advisor.
• May partner with management to lead team meetings.
• Answering incoming phone calls and emails to provide expedient and accurate information to advisors and assistants regarding programs, platforms, documents, new account setup, 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.
• Minimum 7+ 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 Blucora, we believe our work benefits from the diverse perspectives of our employees. As such, Blucora welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Blucora, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.

Blucora, Inc. and its subsidiaries, Avantax Wealth Management, Avantax Planning Partners (formerly HK Financial Services), and TaxAct 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. Blucora 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.