The Advisor Experience Specialist is responsible for managing the advisor experience within the Regional Growth Team by providing relationship driven escalation resolution and efficiency consultation to financial advisors, practices and firms in the assigned Region.
Requirements
- Work with advisors, practices and firms to drive adoption of AdviceWorks tools and technology.
- Align and deploy internal resources, coaching, training & direct support to address identified productivity gaps.
- Drive efficiency with advisors, practices and firms to reduce escalations, lower NIGO, and increase AdviceWorks adoption.
- Receive & escalate and/or route advisor service and support issues across STTO, Case Management, Supervision, Compliance, Products Commissions, Trading, Licensing & Registration and other applicable teams for issues not resolved through normal service channels.
- Provide updates on issue resolution to Growth Team and Advisor(s) / Firm(s) involved.
- Manage SLAs, ticketing system status and ticketing issues that come from advisors through the Regional Growth Team for resolution.
- Work directly with a dedicated Service Officer for all service and operations escalations that are more complex in nature.
Benefits
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
