Location
Dallas
Job Type
Full-time
Posted
July 08, 2026
Job Description
**Senior Customer Advocate - Brokerage**
The Senior Customer Advocate Brokerage works directly with the organization's brokerage clients to deliver phone-based, world-class customer service. This job contributes to the organization's initiatives by acting as an advocate for participants' long-term financial success. This individual's expertise in the organization's products, services and customer experience standards differentiates the organization from the competition, positively impacting client relationships with the organization and its affiliates.
**Key Responsibilities and Duties**
+ Delivers quick resolutions to client's questions, concerns and needs related to brokerage accounts and transactions.
+ Ensures execution of both routine and complex brokerage account activity and maintenance while delivering highest level of customer service.
+ Provides support to Wealth Management advisors and other areas within the organization as a primary contact for tr...
The Senior Customer Advocate Brokerage works directly with the organization's brokerage clients to deliver phone-based, world-class customer service. This job contributes to the organization's initiatives by acting as an advocate for participants' long-term financial success. This individual's expertise in the organization's products, services and customer experience standards differentiates the organization from the competition, positively impacting client relationships with the organization and its affiliates.
**Key Responsibilities and Duties**
+ Delivers quick resolutions to client's questions, concerns and needs related to brokerage accounts and transactions.
+ Ensures execution of both routine and complex brokerage account activity and maintenance while delivering highest level of customer service.
+ Provides support to Wealth Management advisors and other areas within the organization as a primary contact for tr...