Advisor Service Coordinator

Key Responsibilities

• Engage with advisors and their clients to understand their service-related goals, challenges, and requirements.
• Build strong relationships and establish yourself as a trusted partner by actively listening, asking probing questions, and demonstrating accountability.
• Facilitate the operational onboarding of new revenue-producing client relationships.
• Aid new advisors in moving their book of business to Good Life through repapering support.
• Develop tailored strategies, recommend best practices, and implement solutions to enhance service quality, efficiency, and customer satisfaction.
• Assist advisors in optimizing their service operations and achieving their business objectives.

Qualifications

• Associate degree in business, finance, or related field of study required. Bachelor’s degree preferred.
• 3-4 years in a financial services role required. Experience in investment operations, account management, or project management preferred.
• FINRA SIE license is preferred.