Wealth Services Specialist

Wealth Services Specialist page is loaded## Wealth Services Specialist locations:
Urbandale, IAtime type:
Full time posted on:
Posted 2 Days Agojob requisition :
JR3496
** The Role
** The Wealth Service Specialist will develop a full understanding of system capabilities to assist new and existing Advisor teams with Black Diamond, RCI, Salentica and CRM Wealth Platform. This position will be the advisor’s direct point of contact for system navigation and functionality, ensure seamless movement and expediting issues. Responsible for providing support to our network of clients and business partners, both internally and externally.

Serve as an escalation resource, expediting, delegating and facilitating additional work items to completion.
** Essential Job Functions**, other duties assigned

Review and provide support for servicing tickets submitted by Advisors, tagging accordingly to designated representatives and leadership. Assigning and delegating new accounts to teams and households.

Provide virtual and in-person webinars, trainings and development sessions to new users, Registered Reps and Investment Advisor Representatives. Facilitate additional 1 on 1 trainings for advisors and teams as they are identified.

Serve as the first point of contact to set up system access for new users. Supports and maintain user accounts including rights, permissions and group delegation.

Facilitating and directing the flow of data from Black Diamond into additional systems. Following up to ensure transferred data is accurate and up to date. Utilize the various platforms to review data for accuracy as well as provide necessary updates, maintaining data integrity.

Serve as a key point of contact for Advisors regarding account and transaction review as well as resolving issues. Handling complex and escalated requests to resolve issues and ensure continued satisfaction.

Monitor customer satisfaction levels with regular reporting, documentation and data. Reporting findings to additional stakeholders and leaders.

Coordinates, monitors and reports on project status, webinar feedback, training procedures, and data management for the Wealth Services Team.
** Knowledge, Skills, and Abilities
** Must display Core Values Active listening – Demonstrate understanding of financial professional needs and responds appropriately to questions, concerns and feedback

Exceptional written and verbal communication skills

Ability to delegate work and coordinate projects across multiple teams

Strong problem-solving skills, can identify and resolve problems in a timely manner

Ability to prioritize and manage multiple deadlines effectively

Exceptional attention to detail

Ability to qualify large amounts of data Technical knowledge and understanding of broker-dealer and RIA business processes
** Experience and Education
***
* Experience:

** 3 - 5 years of prior Financial Services and/or Wealth Management experience1+ years of experience with Wealth Reporting, CRM, and industry-specific platforms (e.g. Pershing, Schwab, Fidelity)

Experience with Black Diamond Wealth Platform or equivalent portfolio report tool is required
*
* Education:

** Four-year college or university program certificate in Business, Finance or related field; or equivalent combination of education and experience.
** Licensing:
** None
* * Physical Requirements
** Office Position
** Travel
* * 10%
** About Integrity
**** Integrity
* * is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike.
** Integrity
* * is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
** Integrity*
* ** Integrity,
** you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package,…