To support a growing team, the full-time remote Financial Advisor Operations Specialist will drive advisor success through expert guidance, manage a high volume of inquiries, and orchestrate complex problem resolutions while enhancing advisor relationships. Key responsibilities Drive advisor success by providing expert guidance on plan design and regulatory documentation requirements Manage and resolve a high volume of advisor inquiries via email and phone with actionable solutions Identify patterns in advisor challenges and collaborate with internal teams to implement process improvements Required qualifications 1+ years of experience in customer-facing roles such as customer support or account management Demonstrated passion for customer service excellence and creating outstanding client experiences Exceptional organizational skills with the ability to manage multiple priorities and meet deadlines Proficient in productivity tools including Google Workspace and Microsoft Office Adaptable mindset thriving in a dynamic startup environment