Affiliate Support Specialist

Position Summary

Legacy Capital Services is seeking a resourceful Affiliate Support Specialist who takes ownership of partner requests and follows through to resolution. You will help affiliate partners navigate program requirements and support processes, research concerns, coordinate with internal teams, and provide accurate updates. This role suits someone who enjoys solving problems, learning new systems, and improving the way a team works.

Key Responsibilities

• Affiliate support: Provide timely, accurate and professional assistance with partner inquiries, onboarding and operational requests.
• Case ownership: Manage assigned requests from initial contact through resolution or an accepted handoff. Track outstanding items and follow up with the appropriate teams.
• Research and verification: Review procedures, systems, case history and relevant communications. Use reasonable troubleshooting and confirm unclear information before acting.
• Partner communication: Acknowledge concerns, explain when an investigation requires additional time, and provide progress updates and confirmed solutions or next steps.
• Manager escalation: Bring unresolved issues to the Affiliate Support Manager with relevant background, research completed, actions attempted and the specific assistance needed.
• Documentation and accuracy: Maintain clear records of requests, research, actions, status, resolutions and follow-up. Review transactions and account updates carefully.
• Workload management Balance: competing priorities and deadlines. Break complex assignments into manageable steps and communicate directly with the manager when support or reprioritization is needed.
• Collaboration and adaptability: Coordinate with Operations, Client Care, Sales, Accounting, IT and other support teams. Cross-train and provide coverage as business needs evolve.
• Testing and improvement: Validate new or revised templates, forms, reports, spreadsheets and workflows before use. Identify recurring concerns and recommend clearer or more efficient procedures.
• Professional discretion: Handle affiliate, client and financial information responsibly and follow established company policies and approval requirements.
• Other duties as assigned.