Advisor Relationship Manager

Integrity•Urbandale, IA

52d

About The Position

The Advisor Relationship Manager serves as a liaison to our current clients and team members, guiding functionality and creating memorable customer experiences. Their knowledge base and ability to troubleshoot in the moment helps create an impactful trust and rapport while supporting others. The ideal candidate will seek out additional understanding while acting as a subject matter expert, using multiple forms of media to communicate with our stakeholders confidently and professionally. To be successful, you must have a go-getter attitude, be an effective communicator, have a constant desire to learn, be quick on your feet when you are thrown a curve ball and have a strong affinity for creating an excellent customer service experience. If you are up for the challenge, come join us and be part of taking BI on a new journey of accelerated growth and success.

Requirements

Two to four years Financial Industry experience is required.
Associate’s degree (A.A.) from an accredited location: or two to four years related experience and/or training; or equivalent combination of education and experience.
Iowa Insurance license required within first 60 calendar days of employment

Nice To Haves

go-getter attitude
effective communicator
constant desire to learn
quick on your feet
strong affinity for creating an excellent customer service experience

Responsibilities

Serve as a key point of contact for customers, clients and other representatives.
Handles complex and escalated phone calls from representatives and customers to resolve issues.
Provide support to our clients in all aspects of their business, including brokerage operations, advisory accounts, transfers, direct business, etc.
Provide training and support to our clients with the navigation and use of various technological systems associated with the Broker/Dealer.
Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule.
Utilize the CRM (Client Relationship Management) tool to accurately collect records, comments and notes from each call.
Provide training support internally on department processes and system navigation.
Participate in special projects as assigned.
Document and update current procedures to ensure future alignment
Other duties as assigned.