AdvisorSync Specialist; Client Service Administrator AdvisorSync

Advisor Sync Specialist (Client Service Administrator for Advisor Sync)

Base pay range

$85,000.00/yr - $/yr

Primary

Purpose:

In your role as the Advisor Sync Specialist (Client Service Administrator for Advisor Sync), your mission is to provide exceptional administrative and service support to our affiliating financial advisors. You’ll serve as a primary point of contact for workflows, client inquiries and requests, helping ensure both the advisor and client feel valued and cared for, their requests are acknowledged and executed, and their experience is exceptional.

You will also support Advisor Net's house account solution, serving as the registered representative and providing service and support to clients as needed.

Key Responsibilities and

Essential Functions:

• Support the growth and development of Advisor Sync by developing advisor relationships and providing exceptional administrative service and support for clients, and client meetings on the Cetera Wealth Services (CWS) or Advisor Net 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.

Qualifications and Skills:

People

Skills:

• Relational: 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.
• Good Communicator: Clear, effective, and professional verbal and written communication skills for client interactions and internal collaboration within a timely manner.
• Servant-Hearted, Team-Player, and Can-Do Attitudes: A willingness to serve others, collaborate with the team, and tackle challenges with a positive, proactive mindset.
• Stress & Emotional Management: Able to stay composed under pressure, handling challenging situations with professionalism.

Execution

Skills:

• Organized & Able to Prioritize: Strong organizational skills with the ability to manage multiple tasks at the same time, set priorities, and meet deadlines.
• Professionalism & Integrity: Ability to maintain confidentiality, exercise discretion, make solid judgements and act with integrity, professionalism, and empathy.
• Strong Technology
  
  Skills:
  
  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.
• Proactive Problem-Solver: Ability to anticipate needs and resolve issues quickly and efficiently, always looking for solutions.
• Attention to…