Member Office Relations Specialist

4 weeks ago


Akron, Ohio, United States Valmark Financial Group Full time
Job Summary

The Member Office Relations Specialist plays a crucial role in supporting the Director, Member Office Relations, serving as a liaison between the Member Office and all areas of Investment Operations. This position requires exceptional communication and problem-solving skills to ensure accurate and efficient business processing.

Key Responsibilities:

  • Develop and maintain strong relationships with Member Offices to provide exceptional service and support.
  • Primary point of contact for MyCaseHelp inbox, Fintech tickets, and Investment Operations phone call queues, assisting with research, troubleshooting, and problem-solving of issues.
  • Provide initial and ongoing training for Member Offices, including MyCase/IQ, best practices, reporting, and new member office onboarding via RightStart curriculum/enrollment.
  • Remain up-to-date on changing Valmark procedures, forms, and technology to assist Member Office through these changes.
  • Coordinate with the Communications Department to develop topics and speakers for the Investment Operations Forums, Valmark Vantage, and prepare and/or present Forum content.
  • Assist with Valmark's core custodians regarding admin logins and maintenance.
  • Conduct Fintech industry research to develop tools, resources, and marketing materials for Valmark Member Offices and end clients.
  • Assist in the coordination, facilitation, follow-up, and tracking of Agent of Record change requests.
  • Provide backup assistance to other team members as business needs dictate.

Requirements:

  • High School Diploma / GED
  • Bachelor's Degree in Finance or a related field
  • 2+ years of financial industry experience
  • Strong knowledge of financial industry and investment products
  • Strong written and verbal communication skills
  • Ability to manage change/handle stressful situations in a fast-paced environment


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