AdvisorSync Specialist (Client Service Administrator for AdvisorSync)

Primary Purpose:

In your role as the AdvisorSync Specialist (Client Service Administrator for AdvisorSync), your mission is to provide exceptional administrative and service support to our affiliating financial advisors. You’ll serve as a primary point of contact for workflows, client inquires and requests, helping ensure both the advisor and client feel valued and cared for, their requests are acknowledged and executed, and their experience is exceptional. You will also support AdvisorNet's house account solution, serving as the registered representative and providing service and support to clients as needed.

Key Responsibilities and Essential Functions:

• Support the growth and development of AdvisorSync by developing advisor relationships and providing exceptional administrative service and support for clients, and client meetings on the Cetera Wealth Services (CWS) or AdvisorNet Wealth Partners (RIA) platforms.
• Serve as the primary point of contact for advisors, and support their individual client inquiries and requests, ensuring timely and accurate responses.
• Resolve issues in a timely and professional manner, escalating to the appropriate team members when necessary.
• Perform client servicing, including but not limited to scheduling meetings, preparing documents, preparing client and account specific paperwork, and following up on client needs.
• Maintain and update client records in the advisor's Client Relationship Management (CRM) and other planning software, ensuring data accuracy and completeness.
• Process client paperwork including but not limited to account applications, beneficiary or contact updates, and asset transactions.
• Coordinate with operations and compliance teams to ensure client requests are handled efficiently and in accordance with regulations.
• Help new clients navigate the initial setup process and ensure they have all necessary documents and information.
• Manage and prioritize a variety of client service requests and administrative tasks in a fast-paced environment.
• Maintain, develop, and improve firm processes and product offerings to better assist clients.
• Work collaboratively with the team to improve client experience and streamline operational processes.
• Serve as the registered representative and provide administrative service and support to clients in the house account program.
• Support the onboarding and transition of new advisor teams including but not limited to providing onsite and virtual training of platforms systems and workflows, the processing of transition paperwork, firm and client setup.
• Support various projects and responsibilities as assigned, based on team needs and your area of knowledge and experience.

Qualifications and Skills:

People Skills:

• Relational: Ability to build and maintain strong relationships with clients and team members, fostering trust through strong and detailed communication and a positive and approachable attitude.
• Good Communicator: Clear, effective, and professional verbal and written communication skills for client interactions and internal collaboration within a timely manner.
• Servant-Hearted, Team-Player, and Can-Do Attitudes: A willingness to serve others, collaborate with the team, and tackle challenges with a positive, proactive mindset.
• Stress & Emotional Management: Able to stay composed under pressure, handling challenging situations with professionalism.

Execution Skills:

• Organized & Able to Prioritize: Strong organizational skills with the ability to manage multiple tasks at the same time, set priorities, and meet deadlines.
• Professionalism & Integrity: Ability to maintain confidentiality, exercise discretion, make solid judgements and act with integrity, professionalism, and empathy.
• Strong Technology Skills: Proficient with Microsoft Office Suite programs, client relationship management (CRM) software, and ability to quickly learn new software to manage client data, reports, and operational tasks.
• Proactive Problem-Solver: Ability to anticipate needs and resolve issues quickly and efficiently, always looking for solutions.
• Attention to Detail: Ensure accuracy in all tasks, from data entry to client communications, ensuring high-quality work.
• Quick Learner: Ability to absorb new information and processes swiftly, adapting to changes in systems and procedures.
• Reliable: Consistently follows through on commitments, ensuring tasks are completed accurately and on time, working both independently and as part of a team.

Education:

• 3-5 years of customer service or administrative support experience, required.
• FINRA registrations – SIE, Series 7, Series 66, or equivalent, required.
• Financial services industry experience, required

At AdvisorNet, we believe in supporting our employees both professionally and personally by offering a comprehensive and competitive total benefits package. Our financial and health benefits include a robust BlueCross BlueShield health plan, dental and vision coverage, short- and long-term disability, basic life and AD&D insurance, as well as options for supplemental life and AD&D. We also offer a 401(k) and profit sharing plan with company match, generous paid time off (PTO), and access to an Employee Assistance Program (EAP). Beyond traditional benefits, we prioritize flexibility and employee wellness with work-from-home Wednesdays and 12 additional work from home days each calendar year. Our newly remodeled resimercial office space features a breakfast café, with healthy fruit and snacks, cold brew and cappuccino bar, and a wellness room, with easy access to walking trails, restaurants, and shopping. Employees also enjoy access to an on-site gym and opportunities for continued education, licensing, and professional designations.