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Advisory Services Associate

Company: Advisor Group
Location: Saint Petersburg
Posted on: January 9, 2022

Job Description:

Advisor Group CareersBe a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.Arbor Point Advisor Support Opportunity in Financial Services Advisory Services Associate Preferred Location: 12325 Port Grace Boulevard, La Vista, NE 68128Qualified candidates in all locations and remote encouraged to apply. Summary: We are seeking a detail-oriented Advisory Services Associate to join the team within Arbor Point Advisors, a member of Advisor Group. The Advisory Services Associate provides on-going superior service to our existing and newly onboarded Arbor Point Advisors (APA) by coordinating with key internal departments, technology partners, and custodian partners. The Advisory Services Associate will address any issues or service concerns and resolve to their satisfaction.Coordination of work, projects, training of office staff, and on-going development of improved operational procedures is also required. The Advisory Service Associate must be able to manage multiple projects and activities concurrently and will be responsible for each project's objectives and oversee quality and timely completion.Responsibilities: Deliver high level of service and support through fielding inbound calls and emails, and making outbound calls as needed to complete tasks.Develop and foster working relationships with APA advisors, prospects, and critical contacts.Work closely with the Operations department to ensure efficient and proper account set up and maintenance processes and procedures and to manage resolution of specific account problems.Educate advisors and their staff about the products, solutions, and services available through APA including account structures, third party managers, fintech, lending, retirement plans, and moreProvide support for the Orion platform and integrated technology including, but not limited to Client Relationship Management (CRM) systems and financial planning tools. This support includes general navigation, service request submission with technology partners, and more.Navigate and function within custodian technology and work with custodian partners.Provide value-add recommendations to increase operational efficiencies within client firm's back office.Develop and maintain training manuals, operational workflow systems and Standard Operating Procedures (SOP).Analyze current processes and make recommendations on quality process improvements with internal systems and workflows.Participate in the identification of potential risks associated with APA programs and contribute to the creation of gap closures to mitigate risk.Research industry-related trends and developments that may impact APA and our advisors.Other duties as assignedEducation Requirements: Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.Basic Requirements: Ability to provide an extraordinary level of customer service and support to advisorsSkill in networking and establishing relationships with advisorsAbility to establish cooperative working relationships with various business units and to build consensus for key initiativesAbility to analyze issues, identify key variables and develop appropriate solutionsStrong attention to detail and ability to work under pressureFamiliarity with Schwab, Fidelity, TD and NFS platformsUnderstanding of fee-based billing methodology and systemsAbility to maintain complete confidentiality of informationExcellent verbal and written communication skillsSkill in operating various office equipment and software programs (i.e. Microsoft Office)Ability and willingness to travel 5% - 10% of the timePreferred Requirements: 2+ years previous experience in financial services industry supporting an RIA preferredFINRA Series 65 preferredKnowledge of Financial Advisor technology tools (i.e. Orion) preferredCategorySecurities, Commodities, and Financial Services Sales AgentsExperience2 to 20+ yearsJob typeFull time

Keywords: Advisor Group, St. Petersburg , Advisory Services Associate, Other , Saint Petersburg, Florida

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