Business Development Associate
3 days ago
We are seeking a highly organized and detail-oriented Business Development Associate to join our team at Advisors Excel. As a key member of our operations team, you will be responsible for reviewing documents, following up on pending business, and handling customer service calls. Your primary goal will be to provide world-class service while supporting our producers on a daily basis.
Key Responsibilities:
- Input, review, and submit new account applications and service documents
- Provide exceptional customer service when handling incoming calls regarding pending applications, compensation, and financial transactions with advisors and their office staff
- Conduct calls/emails to follow up on pending applications to ensure they are being processed in a timely manner
- Strong organizational skills; ability to manage a heavy workload while navigating a variety of competing, ever-changing priorities
- Outstanding communication skills, particularly the ability to build rapport over the phone with a variety of personality types
- Ability to work independently, but also as a collaborative team member
- PC proficiency, ability to work on several platforms at once
- Amazing benefits, including medical, dental, vision, and 401k (with matching options)
- Generous PTO package upon start date
- Access to our on-site primary care, cafe, and gym
- Continuous personal and professional development opportunities
- Recognition for hard work and exemplary performance
Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only do we want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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