A Customer Service Supervisor supervises staff that provide customer service for a company. Assists staff as needed, or deals directly with customers. Implements policies with regard to company products or services. Answers questions, resolves problems and complaints and approves refunds or exchanges for customers.
AdvisorSync Associate (Client Service Administrator for AdvisorSync) AdvisorNet Financial - 3.2 Minnetonka, MN Job Details Full-time $65,000 - $80,000 a year 1 day ago Benefits Profit sharing Health savings account AD&D insurance Disability insurance Health insurance On-site gym Dental insurance 401(k) Paid time off Work from home Employee assistance program Vision insurance 401(k) matching Volunteer time off Life insurance Retirement plan Qualifications Customer communication Teamwork Financial services customer support Interpersonal skills Employee relationship building Administrative experience Attention to detail Organizational skills Financial services Stakeholder relationship building
Full Job Description Primary Purpose:
As the AdvisorSync Associate, this position's mission is to provide exceptional virtual administrative support to affiliating financial advisors. This role will serve as a point of contact with client inquires and requests, helping ensure both the advisor and client feel valued and cared for, their requests are acknowledged and executed, and their experience is exceptional. This position will receive work instruction from the AdvisorSync Specialist position.
Key Responsibilities and Essential Functions:
Serve as a primary point of contact for advisors, and support their client inquiries and requests, ensuring timely and accurate responses. Serve as an expert for using and understanding the processes, platforms, and technologies of Cetera Wealth Services and AdvisorNet Wealth Partners. Resolve issues in a timely and professional manner, escalating to the appropriate team members when necessary. Perform client service, including but not limited to scheduling meetings, preparing documents, preparing client and account specific paperwork, and following up on client needs. Maintain and update client records in the advisor's Client Relationship Management (CRM) and other planning software, ensuring data accuracy and completeness. Process client paperwork including but not limited to account applications, beneficiary or contact updates, and asset transactions. Coordinate with operations and compliance teams to ensure client requests are handled efficiently and in accordance with regulations. Help new clients navigate the initial setup process and ensure they have all necessary documents and information. Work collaboratively with the team to improve client experience and streamline operational processes. Support various projects and responsibilities as assigned, based on team needs and your area of knowledge and experience. Support the growth and development of AdvisorSync by developing advisor relationships and providing exceptional administrative service and support for clients, and client meetings on the Cetera Wealth Services (CWS) or AdvisorNet Wealth Partners (RIA) platforms.
Job Specifications:
At least 1 year of customer service or administrative support experience, required. Financial services industry experience, required. FINRA registrations - SIE, Series 7, Series 66, or equivalent or willingness to obtain within six months of employment, required. Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition and grammar.
Qualifications:
People Skills:
Relational :
Ability to build and maintain strong relationships with advisors and team members, fostering trust through strong and detailed communication and a positive and approachable attitude.
Good Communicator :
Clear, effective, and professional verbal and written communication skills for client interactions and internal collaboration within a timely manner.
Servant-Hearted, Team-Player, and Can-Do Attitudes :
A willingness to serve others, collaborate with the team, and tackle challenges with a positive, proactive mindset.
Stress & Emotional Management :
Able to stay composed under pressure, handling challenging situations with professionalism.
Execution Skills:
Organized & Able to
Prioritize :
Strong organizational skills with the ability to manage multiple tasks at the same time, set priorities, and meet deadlines.
Professionalism & Integrity:
Ability to maintain confidentiality, exercise discretion, make solid judgements and act with integrity, professionalism, and empathy.
Strong Technology Skills :
Proficient with Microsoft Office Suite programs, client relationship management (CRM) software, and ability to quickly learn new software to manage client data, reports, and operational tasks.
Proactive Problem-Solver :
Ability to anticipate needs and resolve issues quickly and efficiently, always looking for solutions. Attention to
Detail :
Ensure accuracy in all tasks, from data entry to client communications, ensuring high-quality work.
Quick Learner :
Ability to absorb new information and processes swiftly, adapting to changes in systems and procedures.
Reliable :
Consistently follows through on commitments, ensuring tasks are completed accurately and on time, working both independently and as part of a team. At AdvisorNet, we believe in supporting our employees both professionally and personally by offering a comprehensive and competitive total benefits package. Our financial and health benefits include a robust BlueCross BlueShield health plan, dental and vision coverage, short- and long-term disability, basic life and AD&D insurance, as well as options for supplemental life and AD&D. We also offer a 401(k) and profit sharing plan with company match, generous paid time off (PTO), and access to an Employee Assistance Program (EAP). Beyond traditional benefits, we prioritize flexibility and employee wellness with work-from-home Wednesdays and 15 additional work from home days each calendar year. Our newly remodeled resimercial office space features a breakfast café, with healthy fruit and snacks, cold brew and cappuccino bar, and a wellness room, with easy access to walking trails, restaurants, and shopping. Employees also enjoy access to an on-site gym and opportunities for continued education, licensing, and professional designations.
Job Type:
Full-time Pay:
$65,000.00 - $80,000.00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Health savings account Life insurance Paid time off Retirement plan Vision insurance Volunteer time off
Experience:
administrative support in financial services: 1 year (Required)
License/Certification:
FINRA licenses or willingness to obtain within 6 months (Required) Ability to
