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Support and enhance the advisor and client experience by providing immediate specialized operational support, as it relates to "Trust and Complex Ownerships" cases that are not in good order for New Business, Client Account Maintenance and Life Events. This includes providing personalized support to advisors on more complex Account Set-up, Client Account Maintenance and Life Events activities, providing consultation and issue resolution, navigating advisors through systems, processes and procedures, and serving as a central point of contact until cases are in good order.
Proactively reach out to advisors to provide high-touch support on NIGO cases related to accounts with "Complex Ownerships".
Research "Complex Ownership" cases to find opportunities for exceptions or provide alternative solutions to the field.
Develop, sustain and maximize relationships with various Business Lines within Home Office as well as Advisors and Staff in the field.
Track and document all work; look for opportunities to improve business processes for supported business lines.
High school degree or equivalent.
3+ years of relevant experience.
Excellent customer service skills that include the ability to explain complex policies or concepts in a straightforward, easy to understand manner with brokerage industry experience.
Ability to research and solve problems and ask the right questions to understand underlying issues and identify root cause.
Self starter with the ability to manage multiple priorities in a fast-paced environment.
Strong written and spoken communication skills.
Ability to collaborate with business partners across the organization and coach/mentor team members.
About Our Company
With the right company, life can be brilliant. At Company, we’re not just in the business of helping clients with their financial goals — we also help our advisors and employees reach their true potential. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Company.
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