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AdvisorNet Financial · 1 week ago

AdvisorSync Specialist (Client Service Administrator for AdvisorSync)

Minnetonka, MN

Full-time

Hybrid

Mid Level

$80K/yr - $100K/yr

3+ years exp

AdvisorNet Financial is a company dedicated to providing exceptional support to financial advisors and their clients. The AdvisorSync Specialist will serve as a primary point of contact for advisors, ensuring their inquiries are addressed promptly and providing comprehensive administrative support to enhance client experiences.

FinanceFinancial ServicesInsurance

Responsibilities

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

Serve as the primary point of contact for advisors, and support their individual client inquiries and requests, ensuring timely and accurate responses

Resolve issues in a timely and professional manner, escalating to the appropriate team members when necessary

Perform client servicing, 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

Manage and prioritize a variety of client service requests and administrative tasks in a fast-paced environment

Maintain, develop, and improve firm processes and product offerings to better assist clients

Work collaboratively with the team to improve client experience and streamline operational processes

Serve as the registered representative and provide administrative service and support to clients in the house account program

Support the onboarding and transition of new advisor teams including but not limited to providing onsite and virtual training of platforms systems and workflows, the processing of transition paperwork, firm and client setup

Support various projects and responsibilities as assigned, based on team needs and your area of knowledge and experience

Qualification

FINRA registrationsCustomer service experienceFinancial services experienceMicrosoft Office SuiteClient Relationship Management (CRM)Proactive problem-solvingCommunication skillsOrganizational skillsAttention to detailTeam player

Required

3-5 years of customer service or administrative support experience, required

FINRA registrations – SIE, Series 7, Series 66, or equivalent, required

Financial services industry experience, required

Ability to build and maintain strong relationships with clients and team members, fostering trust through strong and detailed communication and a positive and approachable attitude

Clear, effective, and professional verbal and written communication skills for client interactions and internal collaboration within a timely manner

A willingness to serve others, collaborate with the team, and tackle challenges with a positive, proactive mindset

Able to stay composed under pressure, handling challenging situations with professionalism

Strong organizational skills with the ability to manage multiple tasks at the same time, set priorities, and meet deadlines

Ability to maintain confidentiality, exercise discretion, make solid judgements and act with integrity, professionalism, and empathy

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

Ability to anticipate needs and resolve issues quickly and efficiently, always looking for solutions

Ensure accuracy in all tasks, from data entry to client communications, ensuring high-quality work

Ability to absorb new information and processes swiftly, adapting to changes in systems and procedures

Consistently follows through on commitments, ensuring tasks are completed accurately and on time, working both independently and as part of a team