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HighTower Advisors


Jobs

Advisor Service Associate

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Posted on: March 10, 2021 Apply Now
Expires June 1, 2021

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
Apply Now

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