Branch Service Advisor

Description

Under general supervision, uses specialized knowledge and skills obtained through experience and/or formal training to assist branch offices and Financial Advisors (FA) with their client needs by researching and resolving escalated issues associated with client accounts. Resolves and recommends solutions to moderately complex problems that arise with the FA’s, their clients, branch administration, and/or other departments including AML, Supervision, and Risk Management.

Essential Duties and Responsibilities

• Acts as a liaison between home office departments and the branch offices to research and resolve escalated issues regarding clients’ accounts communicated via phone, correspondence, email and online inquiries; follows the issue all the way through resolution and final communications.

• Through analyzation, uses discretion and experience to autonomously resolve issues to ensure client satisfaction and adherence to company policies and procedures.

• Follows up, either verbally or in writing, to ensure client satisfaction.

• Responds to incoming inquiries related to qualifications, instructions or paperwork requirements for various programs.

• Addresses inquiries pertaining to operational policies and procedures and relay policies that govern the procedures handled at the retail level.

• Communicates and coordinates with Registrations, Sales Management and Compliance departments to monitor, identify and resolve issues requiring branch and FA escalation.

• Acts as liaison for the branches by explaining the many different systems used and directing the FA to the appropriate systems needed.

• Executes trades in the absence of the FA.

• Assists branches and the Asset Management Services team to ensure independent branches meet requirements for specific advisory account types.

• Serves as main point of contact for certain firm initiatives, changes, or unexpected events. Examples include changes to account fees, trade fees, statement and reports

• Acts as the liaison for the Attorney of the Day process.

• Maintains records of incoming calls, resolutions to the calls, and any contact to follow-up with branch personnel.

• Responds to FA questions and concerns about the statements and confirms. Must understand and be able to interpret all products and information on various types of statements.

• On a case-by-case basis, evaluates and determines approval for fee-waivers submitted by a branch.

• Works with branches and advisors on the cost of doing business (trade related costs).

• Acts as the main point of contact when BCP events arise for the independent branches.

• Performs other duties and responsibilities as assigned.

Additional Skills & Qualifications

-Must have SIE License

-Series 7, 6, 63 are preferred but not required

-Bachelors degree preferred but not required

Job Type & Location

This is a Contract to Hire position based out of Southfield, MI.

The pay range for this position is $33.65 - $33.65/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

This is a hybrid position in Southfield,MI.

This position is anticipated to close on Jan 28, 2026.

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.