Operations / Onboarding Specialist
4 weeks ago
Department: Operations
Position Title: Operations / Onboarding Associate
Reports to: Director, Client Services
Essential Job Function:
The Operations/Onboarding Associate builds deep relationships with and provides operational support to an assigned group of Financial Advisors or Firms. This position is responsible for driving quality customer experiences and includes handling the daily operational needs of assigned clients and the broader responsibilities of the internal operations team.
Primary Responsibilities:
· Handles all operational processing, provides customer support, account set-up, account transfer, money-movement, trade request cases, maintenance and general administrative duties for assigned Advisors
· Delivers training to new and existing Advisers on our proprietary systems as it relates to operations, and as needed, communicates procedures, documentation requirements and account processing methodologies to clients and their staff
· Efficiently works with Advisors in responding to client service requests to ensure the optimal end client experience
· Responds to Advisor requests and initiates contact in anticipation of emerging concerns and issues
· Maintains accurate client records and documents all account activities in our CRM (Salesforce)
· Handles inbound calls and emails from Advisors and custodians and accepts total ownership and accountability for all interactions to result in a high level of customer satisfaction
· Reviews and audits client trade requests to help eliminate errors prior to submitting to the trade desk.
· Communicates ongoing progress toward resolution to the Advisor until the resolution is completed; provides feedback to the Advisor regarding any changes or updates in policies/procedures or related areas which were implemented as a result of the identified deficit
· Is a solution-oriented individual who continually evaluates day-to-day activities for process improvement opportunities; offers ideas and helps contribute to implementing new solutions
· Handles escalated issues for assigned clients and works to quickly and accurately resolve
· Anticipates issues and identifies opportunities for improvement through detailed knowledge of assigned clients' business
· Establishes and builds strong business relationships with internal partners, especially Sales, to improve the client experience, aid in retention and contribute to business growth
Qualifications:
· Bachelor’s degree or equivalent work experience
· Financial Services Industry Experience strongly preferred
· Previous custodial experience (TD Ameritrade, Schwab, Pershing or Fidelity) preferred
· Advanced Microsoft Office skills (Excel, Word, Outlook, PowerPoint)
· Any Financial Industry Licenses (past or present) a strong plus
· Minimum of 2 years in either: client account management, operations, or financial services
Core Competencies:
· Excellent follow-up and follow-through capabilities with the ability to take initiative
· Able to manage multiple competing priorities on any given day
· Must be a positive and confident individual with dynamic communication skills
· Displays an energetic, helpful, and professional attitude at all times
· Strong interpersonal skills with ability to develop value-added relationships with clients
· Ability to work autonomously and manage time efficiently in order to meet client deadlines
· Highly organized, with strong attention to detail, excellent multi-tasking and problem-solving skills
Compensation:
· Base salary $55K-$60K, based on experience
· Annual performance bonus 5%
· Commission
· Employee benefits (health, 401k, life, etc.)
· Paid Time Off
Location: Bloomington, MN
Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning products. Simplicity Group partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, and long-term care protection in support of a holistic financial strategy.Through its vast distribution network, Simplicity Group has assisted with the placement of more than $6.2 billion of insurance financial assets and has $7 billion of assets under management and advisement as of Q4 2022. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses but which is also focused on growing by acquisition. Simplicity Group has over 950 employees and 65 operating subsidiaries. Simplicity Group is owned by one of the leading NYC-based financial services private equity funds and by its operating Partners, who help drive Simplicity Group’s day-to-day business.
For more information, please visit simplicitygroup.com.Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning products. Simplicity Group partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, and long-term care protection in support of a holistic financial strategy.\r
\r
Through its vast distribution network, Simplicity Group has assisted with the placement of more than $6.2 billion of insurance financial assets and has $7 billion of assets under management and advisement as of Q4 2022. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses but which is also focused on growing by acquisition. Simplicity Group has over 950 employees and 65 operating subsidiaries. Simplicity Group is owned by one of the leading NYC-based financial services private equity funds and by its operating Partners, who help drive Simplicity Group’s day-to-day business. \r
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For more information, please visit simplicitygroup.com.
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