Advisor Success Associate

at  Alliance Benefit GroupRocky Mountain

JOB SUMMARY

Efficient Advisors is a turnkey asset management firm whose guiding principle is to build lasting relationships with financial advisors and their clients by focusing on client needs. A simple and powerful concept. We are passionate about providing independent advice while maintaining a hyper-focus on the service experience. We deliver independent, customized investment solutions to clients and strive to be an indispensable strategic partner to our advisors.

REQUIREMENTS

• Hospitality mindset and experience
• 2-3 years financial services experience
• Broad knowledge and understanding of financial services and financial planning concepts
• Relentless attitude towards problem resolution
• Strong organizational and time management skills
• Knowledge of and experience with Orion and/or Salesforce a strong plus

• Support advisors through ownership of client account opening and account maintenance process.
• Problem resolution with creative mindset and positive attitude.
• Cultivate and grow service focused relationship with financial advisors.
• Act as friendly intermediary between financial advisors and third-party vendors connected to client accounts so you appear as a seamless extension of the financial advisor’s back office.
• Proactive problem solving by thinking ahead to the next problem – identify the question behind the question.
• Commitment to the protection of our brand and the brands associated with the advisors we service.