Client Services Representative II

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 II thatwill be responsible for providing Advisors with guidance and support by answering basic and complex general calls coming into the firm as the first point of contact. The representative is responsible for supporting internal employees and Advisors by providing consistent and timely customer service.

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.

• Provide professional, accurate, courteous, friendly, and timely telephone service to all members and potential members. (Answer telephone immediately and respond to all correspondence following specified turnaround time).
• May handle complex calls from advisors, that will require thorough research and partnering cross-departmental.
• May provide guidance and assistance to new or less experienced team members.
• Assist the team leads as needed.
• Accurate and correct routing of requests that fall outside of your area of expertise.
• Provide Advisors with any requested documentation or paperwork needed to support sales and marketing strategies.
• Work with Advisors on the generation of complete and correct paperwork for sales execution.
• Able to work within a call center environment understanding its structure and adhering to schedule and punctuality requirements.
• Take ownership of all member requests and transfer them to the appropriate department.
• Maintain and foster a spirit of teamwork between employees in the department and help encourage inter-departmental teamwork.
• Effectively use open-ended probing questions to identify members' needs and recommend products/services to fulfill those needs.
• Fosters a positive customer service orientation.
• Other job duties as defined.

Education & Experience

• 3 to 5 years in a professional or customer service role are required.
• Bachelor's degree required.
• Series 7, 63/65, or 66 required (if not licensed, must obtain licenses within 9 months).
• Demonstrate sound problem-solving and decision-making skills.
• Results-oriented and proactive with the ability to balance multiple high-priority initiatives/projects concurrently and complete multiple tasks simultaneously to complete assigned projects within prescribed deadlines.
• Ability to cope with stressful situations and maintain a calm and professional demeanor.

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.