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Responsibilities
- Act as a subject matter expert (SME) on paperwork and process requirements across multiple custodial platforms.
- Assist with advisor onboarding and training.
- Answer inbound phone calls and emails in a timely and professional manner.
- Generate paperwork and reports for advisors while identifying and advocating internally for automation and efficiency opportunities.Â
- Process advisor billing and execution with custodians.
- Assist with data reconciliation across several custodians.
- Proactively identify and resolve NIGOs.
- Monitor workflow status, collaborate with custodians to resolve items quickly, and proactively communicate with advisors.
- Stay abreast of changing policies and procedures that impact AIM and advisors.
- Help drive advisor platform adoption, share best practices, and implement growth and optimization strategies.
- Gain a comprehensive understanding of operational workflows and service needs to proactively problem solve and provide consultative solutions to advisors.
- Identify and escalate complex problems, taking ownership of seeing items through to completion.
- Contribute to implementation of practical and innovative solutions.
Requirements
- A customer-first mindset.
- Strong communication skills, both written and verbal.
- A strong bias for action and an ability to find solutions independently.
- Proficient in Microsoft Office applications.
- A focused, dedicated, and entrepreneurial personality.
- Strong attention to detail.
- Flexibility to work weekends on occasion.
- A self-starter that is productive when functioning in a remote environment.
- Ability to thrive in a fast-paced environment while working on multiple tasks with competing priorities, both independently and within a team construct.
- Desire to learn about the financial services industry and operational needs of advisors.Â
- Bachelor’s degree required.
Compensation:
$65k annually with a 30% bonus
This is a hybrid position at our Lisle location.
$65k annually with a 30% bonus
This is a hybrid position at our Lisle location.
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