Advisor Client Services Lead

Advisors Excel

401(k)

United States, Kansas, Topeka

2950 Southwest McClure Road (Show on map)

March 23, 2023

Position:
Advisor Client Services Lead

Location:	2950 SW McClure Rd
	Topeka, KS

Job Id:
1673

# of Openings:
1

Position: Advisor Client Services Lead

Department: Wealth Management Operations

Overview:

We are seeking a passionate and service minded individual to join our high-performing Wealth Management Operations team. The Advisor Client Services Lead will be responsible for coordinating daily business, overseeing new business/service requests and ensuring pending work items are completed in a timely and accurate manner. This individual will act as a point of contact for custodians, is responsible for communicating custodial/operational changes to team and manage escalated issues.

What you'll do:

Lead team communication/daily team huddles
Manage escalated issues and exception requests
Review documentation for accuracy and completeness
Answer incoming calls from advisors/advisor staff
Assist in the training and development of team members

Experience you'll bring:

Confident, professional and articulate in written and verbal communication; ability to build a rapport with all personality types and all levels of staff
Strong organizational skills; capacity to manage heavy workload while navigating a variety of competing, ever changing priorities
Detail oriented, motivated, dependable and focused on quality of work
PC proficiency, ability to work on several platforms at once
Ability to work independently, but also as a collaborative team member

Bonus Points:

Series 63/65/66, or 7
Series SIE Base exam
Knowledge of advisory, insurance or brokerage products
Previous experience working in the financial services industry
Bachelor's degree

What you'll get:

Amazing benefits including medical, dental, vision and 401k (with matching options)
Generous PTO package upon your start date
Access to our very own on-site primary care physician, cafe and gym
Continuous personal and professional development opportunities
Recognition for hard work & exemplary performance

Who We Are:

Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions, to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!

Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.

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