Advisor Support Specialist

RCI Loxo ·jobs.rciars.com

Location Atlanta, GA, US
Work type Remote
Type Full time
Level Mid
Source Shazamme
Design Marketing Finance
Apply direct


Advisor Support Specialists

Locations: Atlanta, GA; La Vista, NE; Oakdale, MN; Scottsdale, AZ;

St. Petersburg, FL

 

Recourse Communications Inc. (RCI) is proud to partner with a leading financial services organization to identify Advisor Support Specialists who will provide exceptional service and operational support to more than 11,000 Financial Professionals nationwide.


What You’ll Do

As a key member of the customer-facing team, you’ll handle incoming inquiries, research and resolve account issues, and help ensure every interaction delivers a best-in-class experience. This is a Monday–Friday, in-office role (four days onsite and one remote) with shift options of 10:30 a.m.–7:00 p.m. EST or 11:00 a.m.–7:30 p.m. EST. The position begins with a structured Training Cass starting November 3.


Key Responsibilities:

  • Provide responsive, high-quality support via phone and email to Financial Professionals.
  • Research and resolve account maintenance, transfers, and transaction requests.
  • Learn and support a variety of financial products and systems.
  • Ensure accuracy, compliance, and attention to detail in every interaction.
  • Collaborate with internal teams to deliver seamless customer service.


Qualifications

  • 2+ years of customer service or call-center experience (financial services preferred).
  • High school diploma or GED required; bachelor’s degree preferred.
  • Strong communication, problem-solving, and organizational skills.
  • Proficiency with Microsoft Office and comfort navigating multiple systems.
  • FINRA SIE or Series 7 licenses preferred.


The Perks

  • An annual performance bonus
  • Comprehensive coverage from day one: Medical, Dental, Vision, and Life Insurance.
  • Financial well-being: 401(k) with company match and annual performance bonus.
  • Time to recharge: 20 days PTO, 10 paid holidays, and additional volunteer time off.
  • Career growth: Ongoing training, professional development, and tuition reimbursement.
  • Wellness & balance: Mental health resources, recognition programs, and employee events.


Apply Now


This is an excellent opportunity to grow your career with a company known for its professional development, collaborative culture, and commitment to client service excellence. Click Apply Now to submit your updated resume.

 


Frequently asked questions

Who is hiring for the Advisor Support Specialist role?
RCI Loxo is hiring for the Advisor Support Specialist position, a Shazamme client. Apply directly on the employer's career site.
Where is the Advisor Support Specialist job located?
The Advisor Support Specialist role with RCI Loxo is based in Atlanta, GA, US. The role is remote-friendly.
Is the Advisor Support Specialist role remote?
Yes — the Advisor Support Specialist position at RCI Loxo is remote. Candidates based in US are preferred.
Is the Advisor Support Specialist role full-time or contract?
This is a full time position at RCI Loxo.
What experience level is the Advisor Support Specialist role?
The Advisor Support Specialist position is aimed at mid-level candidates.
How do I apply for the Advisor Support Specialist role at RCI Loxo?
Apply directly on RCI Loxo's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.
Apply direct