Advisor Services Specialist

## Advisor Services Specialist Apply remote type:
Onsite locations:
1745 S. Naperville Road Suite 200 Wheaton, IL 60189time type:
Full time posted on:
Posted Yesterday job requisition :
R5199
** Our Company
** Explore how you can contribute  over 50 years, Ameri Life has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
** Job Summary
** The Advisor Services Specialist will be responsible for providing comprehensive support to financial advisors, ensuring seamless communication, efficient operations, and exceptional service delivery. This role requires excellent organizational skills, strong communication abilities, and a deep understanding of financial products and services.
** Job Description
**** Responsibilities:
*** Serve as the primary point of contact for financial advisors, addressing inquiries, resolving issues, and providing expert guidance on a range of topics.
* Assist with account maintenance, trade requests, cash management and coordination with internal departments.
* Facilitate the transfer of assets between accounts and institutions, ensuring accuracy and compliance with regulatory requirements.
* Collaborate with internal teams to streamline operational processes and improve service delivery efficiency.
* Prepare and distribute reports, statements, and other relevant documents to advisors as needed.
* Assist in the development and implementation of training programs for advisors to enhance their understanding of Brookstone’s processes and offerings.
* Proactively identify potential issues or areas for improvement within advisor services operations and recommend solutions.
* Facilitate interactions between financial advisors and custodians and other third parties.
* Uphold company policies, procedures, and compliance standards to ensure the integrity and security of client information.
*
* Qualifications:

*** Bachelor's degree in finance, business administration, or a related field.
* Previous experience in a client-facing role within the financial services industry, preferably in a support or advisory capacity.
* Strong understanding of financial industry and industry regulations.
* Excellent interpersonal and communication skills, with the ability to effectively interact with clients and internal stakeholders.
* Detail-oriented mindset with the ability to manage multiple tasks and prioritize workload effectively.
* Proficiency in Microsoft Office suite and CRM software.
* Ability to work independently and collaboratively in a fast-paced, dynamic environment.
* Professional demeanor with a commitment to delivering exceptional service to financial advisors.
* Experience working with wealth management or advisory firms preferred.
* Familiarity with industry-specific software systems such as Salesforce preferred.
** What Ameri Life Offers
** A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
** Equal Employment Opportunity Statement
** We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law.

We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.
** Americans with Disabilities Act (ADA) Statement
** We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process.…