Integrity · 2 months ago
Wealth Services Specialist
Urbandale, IA
Full-time
Onsite
Mid Level
3+ years expIntegrity Marketing Group is one of the nation’s leading independent distributors of life, health and wealth insurance products. The Wealth Services Specialist will assist Advisor teams with system capabilities and provide support for client interactions, ensuring seamless navigation and issue resolution within various wealth management platforms.
AdvertisingDigital MarketingInsuranceMarketing
Responsibilities
Review and provide support for servicing tickets submitted by Advisors, tagging accordingly to designated representatives and leadership. Assigning and delegating new accounts to teams and households
Provide virtual and in-person webinars, trainings and development sessions to new users, Registered Reps and Investment Advisor Representatives. Facilitate additional 1 on 1 trainings for advisors and teams as they are identified
Serve as the first point of contact to set up system access for new users. Supports and maintain user accounts including rights, permissions and group delegation
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. 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
Monitor customer satisfaction levels with regular reporting, documentation and data. Reporting findings to additional stakeholders and leaders
Coordinates, monitors and reports on project status, webinar feedback, training procedures, and data management for the Wealth Services Team
Qualification
Required
3 - 5 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
Must display Core Values
Active listening – Demonstrate understanding of financial professional needs and responds appropriately to questions, concerns and feedback
Exceptional written and verbal communication skills
Ability to delegate work and coordinate projects across multiple teams
Strong problem-solving skills, can identify and resolve problems in a timely manner
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
Benefits
Competitive compensation package
Benefits that make work more fun and give you and your family peace of mind
Company
Integrity
Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
$2.15BKey Investors
Silver Lake
2021-12-09Private Equity· $1.2B
2019-09-16Debt Financing· $945M
2019-08-28Private Equity
Leadership Team
Linda Zukauckas
Chief Financial Officer
Said Taiym
Chief Operating Officer
Recent News
Company data provided by crunchbase