Wealth Services Associate

Integrity•Urbandale, IA

About The Position

The Wealth Service Associate will develop a full understanding of data flow through Black Diamond, RCI and CRM Wealth Platform. This position will organize the data coming into Black Diamond, connecting it to the appropriate Business units and initiate reporting on the information. Responsible for providing support to our network of clients and business partners, both internally and externally.

Requirements

Must display Core Values
Exceptional written and verbal communication skills
Customer service experience
Ability to prioritize and manage multiple deadlines effectively
Exceptional attention to detail
Ability to qualify large amounts of data
Technical knowledge and understanding of broker-dealer and RIA business processes
2-4 years of prior Financial Services and/or Wealth Management experience
1+ years of experience with Wealth Reporting, CRM, and industry-specific platforms (e.g. Pershing, Schwab, Fidelity)
Experience with Black Diamond Wealth Platform or equivalent portfolio report tool is required
Four-year college or university program certificate in Business, Finance or related field; or equivalent combination of education and experience.

Responsibilities

Review new accounts and support tagging accordingly to designated representatives and leadership. Assigning new accounts to teams and households.
Utilize the various platforms to review data for accuracy as well as provide necessary updates, maintaining data integrity.
Serve as a key point of contact for Advisors regarding account and transaction review as well as resolving issues. Handling complex and escalated requests to resolve issues and ensure continued satisfaction.
Facilitating and directing the flow of data from Black Diamond into additional systems. Following up to ensure transferred data is accurate and up to date.
Monitor customer satisfaction levels with weekly reporting, documentation and data. Reporting findings to additional stakeholders and leaders.
Other duties assigned