Investment Advisor for the Retirement Investment Market

The Advisor Center supports clients in our advisory and investment management programs.  The positions involve receiving calls and proactively contacting clients to assist with account management and provide superior customer service. 

 

Responsibilities:

§  Servicing clients in our advisory and investment management programs through phone and email channels

§  Answering questions from prospective clients with the end goal of achieving enrollment targets for corporate clients

§  Assisting clients in developing plans to achieve financial goals through gathering relevant information

§  Delivering a superior level of service quality and communicating performance of investment portfolios

§  Providing ongoing service and support throughout the management cycle of the client’s account with the goal of retaining clients who are suited for the program

§  Gathering feedback from customers on program offerings

§  Resolving complex customer concerns and problems regarding retirement planning and investment strategies in a timely manner

§  Ensuring client interactions are in compliance with the Personal Asset Manager program and regulatory procedures

§  Serving as escalation liaison between our clients/partners and our Operations and Sales teams to ensure that client commitments are met

§  Maintain awareness of future client commitments and how they relate to overall enrollment  targets

§  Helping to build an environment that values teamwork, open communication, collaborative problem resolution and a strong sense of urgency to resolve client issues

§  Providing suggestions for how service delivery and associated tools and processes should be enhanced

 

Job Qualifications:

§  Bachelors degree or equivalent experience preferred

§  Fluent in Spanish a plus

§  Minimum of 1-3 years financial services industry experience required, preferably with a brokerage or investment advisory firm

§  Strong client service skills and a true passion for exemplary customer service

§  Very strong communication skills with experience working with internal and external clients

§  Knowledge of mutual funds and employer sponsored retirement plans a plus

§  Detail oriented and the ability to prioritize issues for appropriate escalation

§  Demonstrated track record of success in working with cross-functional teams

§  Ability to work in a fast-paced environment

§ Series 65 or Series 66 license required