Member Office Relations Specialist
8 hours ago
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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