Sales Support Specialist
Sonova Group
Operations Support Specialist
FINRA
full-time
Posted on:
Location: Massachusetts • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Serve as first point of contact for advisors and their staff via the phone queue, dedicating more than 80% of the day to answering incoming calls to identify and resolve operational issues and inquiries
- Support an extensive range of operational processes and procedures and provide indispensable service through effective communications
- Build trusting relationships with financial advisors and their staff by understanding their needs and expectations
- Educate callers on best practices for a broad range of operational topics and ensure their end goals are met
- Stay current with new resources, products, procedures, industry news, and regulations
- Collaborate with various teams across the firm to research and resolve complex issues
- Use an extensive in-house training program to prepare for role responsibilities
- Work Monday-Friday 8:30 a.m. - 5:00 p.m. ET with specified lunch breaks
Requirements
- Service-minded with a positive attitude
- Friendly and empathetic, with a focus on building meaningful and lasting relationships
- Ability to learn, retain, and apply new information quickly in a variety of scenarios
- Proven critical thinking skills; ability to identify the best possible solutions by asking the right questions
- Superb listener with outstanding communication skills, both verbal and written
- Punctual; strong organizational skills
- Desire to work in a department with a uniquely supportive culture
- Experience in a service-oriented environment is a plus
- FINRA Series 7 securities registration or a willingness to acquire it
- Experience working at a financial advisory firm or in the financial service industry preferred
- Availability to work Monday-Friday 8:30 a.m. - 5:00 p.m. ET
- Willingness to complete the in-house training program starting September 29, 2025
