Financial Advisor Operations Specialist
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Job Description
Financial Advisor Operations Specialist supporting advisors with retirement-plan guidance and responsive issue resolution at Human Interest. Improving advisor support processes while coordinating cross-functional solutions for small-business retirement benefits.
Responsibilities:
- Provide expert guidance to financial advisors on plan design, compensation structures, and regulatory documentation requirements
- Manage and resolve high volumes of advisor inquiries through email and phone
- Coordinate with Account Management, Client Services, and Partnerships to resolve complex problems
- Identify advisor challenges and implement scalable process improvements
- Maintain case management, timely follow-up, resolution tracking, and service-level agreement performance
- Provide white-glove support to financial advisor contacts regarding Human Interest services
- Document processes and identify opportunities to enhance advisor support
- Contribute to individual objectives and overall team success
Requirements:
- 1+ years of experience in customer-facing roles such as customer support, account management, or call center operations; equivalent college experience accepted
- Experience in Partnerships, Sales, or business development valued
- Demonstrated customer service excellence and ability to create outstanding client experiences
- Ability to manage multiple concurrent priorities, maintain attention to detail, and meet deadlines
- Exceptional communication skills for phone and email relationship management
- Resilience and composure under pressure
- Outstanding attention to detail in written communication and data entry
- Ability to explain complex retirement concepts clearly and provide actionable insights
- Proficiency with Google Workspace and Microsoft Office
- Adaptability in a dynamic startup environment and ability to manage shifting priorities
Benefits:
- Base salary of $70,000-$75,000
- 401(k) with dollar-for-dollar employer match up to 4% of compensation, immediately vested, with $0 plan fees
- Health insurance
- Dental insurance
- Vision insurance
- Competitive time off
- Parental leave
- Addition Wealth: unlimited access to digital tools, financial professionals, and a knowledge center for equity and financial wellness
- Lyra enhanced mental health support for employees and dependents
- Carrot fertility healthcare and family-forming benefits
- Candidly student loan resources
- Monthly work-from-home stipend
- Quarterly lifestyle stipend
- Team-building experiences, virtual social events, and team offsites
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