In this experienced level role, you will report to the Customer Service Manager. Your start date will be 3/23/2026. You will be the first contact for Partnership Distribution customers (advisors, clients, and relationship partners) for service issues, requests, procedures, and account information. You will communicate directly with customers to research questions, open issue resolution cases, and resolve higher-level problems over the phone. You will provide exceptional customer service, resolve conflicts while being results driven and having a growth mindset.
In this primarily home-based role, you will spend 80% of your time (4+ days per week) working from home, proximate to our office location in Phoenix, AZ 85034. You are required to be proximate to Phoenix because on occasion you may be asked to travel to that office for in person engagement activities such as team meetings, trainings, and culture events. Any change from your current location, as discussed at the time of your hire, must be approved by your leadership.
The in-person training will be in Phoenix, AZ for approximately 6-8 weeks. The hours for training will be 8:30am - 5:00pm Local Time Monday through Friday. Your schedule after training includes a 9-hour Monday and a 7-hour day during that same week to ensure a 40-hour work week. You would also work every 3rd Saturday from the initial Saturday scheduled. You would receive a day off in the week following the Saturday you work. This permanent shift would start after training has been completed and would be in place until further notice.