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Advisory Operations Specialist

2 months ago

Austin, United States Kestra PWS Full time

Job Description

Summary: The Advisory Operations Specialists serve as the main point of contact for all operational requirements related to managed accounts, including our flagship advisory platform, AdvisorEnterprise. As a member of the Advisory Operations team at Kestra, you will be expected to maintain the highest standards of customer service. The role reports to the Supervisor of Advisory Operations. Essential Duties and Responsibilities:

Commitment to culture requires professionalism, accountability, customer/client focus, and teamwork. Form relationships with our top firms. Empower advisor success through reinvention, advocacy, and integrity. Become an expert on our flagship managed account platform, AdvisorEnterprise, as well as our other advisory platforms. Assist advisors and their staff with questions regarding advisory operational policies and procedures via phone and email queues. Work closely with our partners at Envestnet. Train advisors and staff on managed account platforms with an emphasis on Envestment. Help advisors implement a unified management strategy through access to third-party money managers and a full suite of resources for building, managing, and implementing investment solutions. Maintain a log of communication with field, custodians, and vendors via Salesforce. Act as the operational primary point of contact for Advisor Enterprise and other advisory products within Kestra. Stay informed of updates to policies and procedures that relate to our managed account platforms. Ensure a full understanding of managed account enhancements before release to the field. Review and promote new managed accounts. Review and approve service requests to ensure instructions are logical and compliant, and transactions are executed correctly. Monitor all service requests daily to ensure appropriate action is taken (e.g., releasing accounts for investing, approving check requests, processing journals). Work with Cashering department to monitor deposits and withdrawals. Master the internal systems that Kestra uses including AdvisorComplete, Envestnet, Lasherfiche, FCCS's FBSI system, Wealthscape, Salesforce, and other custodial sites. Partner with service team members to ensure a seamless and effortless client experience. May be required to work overtime, as necessary. Other duties as assigned. Knowledge, Skills, and/or Abilities:

Proficiency with Microsoft Office products including Word, Excel, Outlook, Teams, and PowerPoint. Knowledge of the Internet and ability to research and retrieve information. Understanding of Company, departments, and team's role in the organization. Ability to interact well with internal and external customers. Strong oral and written communication skills. Strong problem-solving skills. Strong organizational skills and ability to prioritize tasks. Ability to multi-task and adjust to changing priorities in a fast-paced environment. Education and/or Experience:

High School Diploma or equivalent. College degree or equivalent industry related experience preferred. Financial services industry experience preferred. Call center experience is a plus. Certificates, Licenses, Registration:

Series 7 Licenses; or ability to obtain within 6 months of request from management. Ability to obtain the Series 66 within 6 months of request from management.

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