Business Development Associate
3 weeks ago
At Advisors Excel, we are seeking a highly organized and detail-oriented Business Development Associate to join our team. 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. This is an excellent opportunity to develop your skills and contribute to the growth of our company.
Key Responsibilities:
• Input, review, and submit new account applications and service documents
• Provide outstanding 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
Requirements:
• Strong organizational skills; capacity to manage 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
What We Offer:
• Amazing benefits including medical, dental, vision, and 401k (with matching options)
• Generous PTO package upon your start date
• Access to our very own on-site primary care, caf, and gym
• Continuous personal and professional development opportunities
• Recognition for hard work and exemplary performance
About Us:
Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. We thrive on watching them succeed and have high expectations from our employees 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, we want you to be a part of our team.
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