Summary:
The Advisor Service Associate is responsible for serving as the primary point of contact for service needs and escalations for advisor teams. The Associate plays a vital role in creating long-term healthy business relationships as a part of the Advisor Engagement team.
Primary Responsibilities and Deliverables:
- Act as primary point of contact for advisor teams
- Engage with internal departments and external business partners for service items requiring additional review
- Conduct proactive advisor communication on variety of practice management topics
- Responsible for daily operational support and problem resolution
- Analyze data at both the advisor team and firm level to inform engagements
- For new advisor teams, establish continuity and solve for post-transition service gaps
- Leverage Salesforce and project management tools to manage cross-functional advisor engagements
- Introduce and conduct training engagements to improve advisor experience
- Enhance advisor experience through continuous improvement of internal processes and both proactive and reactive outreach
Required Skills/Experience:
- Bachelor’s degree or equivalent experience
- 2-5 years experience, preferably in Wealth Management
- Must have experience interfacing with and advocating for clients
- Ability to think strategically to improve services and the advisor experience
- Must have excellent client service skills and exceptional verbal and written communication skills
- Ability to work independently and prioritize with minimal daily instruction
- Excellent organizational skills and great attention to detail
- Ability to interact effectively with all levels within and outside of the organization
- Ability to work in a high-pressure and rapidly changing environment
- Experience in a high-availability, on-call managed services environment
- Experience working with cloud solutions, such as O365, Box, and Salesforce