What are the responsibilities and job description for the Advisor Services Associate, Relationship Management (RM) position at Alphastar Capital Management?
WHO WE ARE
Alphastar Capital Management (Alphastar) is a growth-oriented Registered Investment Adviser (RIA) offering platform affiliation to Independent Advisor Representatives. These Advisors provide investment services to retail wealth clients across the U.S. Alphastar provides services within a multitude of verticals including asset management and trading services, financial planning, practice management and development training, and best-in-class technology. All services are offered with a mindset of first-class service and a focus on ethics and compliance.
ABOUT THE TEAM
The Advisor Services Associate, Relationship Management (RM) role is the primary operational relationship owner for a subset of advisor offices. This role is responsible for delivering a high-quality, consistent, and proactive service experience. The RM partners closely with the Account Management role who execute the operational workflows. The Advisor Services Team collectively reports to Alphastar’s Chief Operating Officer and is focused on advisor support, proactiveness, and exceptional customer service.
YOUR DUTIES
Relationship Management
- Serve as a primary point of contact for assigned advisors and their staff.
- Build and maintain strong working relationships through consistent communication and proactive outreach.
- Develop a thorough understanding of advisor businesses, workflows, and service needs.
- Ensure advisors receive timely, accurate, and professional support across all service interactions.
- Monitor advisor satisfaction and identify opportunities to improve the overall advisor experience.
Onboarding & Transition Support
- Lead advisor onboarding and transition processes, ensuring a seamless experience.
- Coordinate onboarding and account transition activities across internal teams and external partners.
- Guide Advisors through platform resources, processes, and service offerings.
- Support Advisors throughout their lifecycle with Alphastar, ensuring continued engagement and success.
Issue Resolution & Escalation Management
- Proactively identify and address Advisor concerns and service issues.
- Manage issue resolution from initial intake through completion.
- Escalate complex issues appropriately while maintaining ownership of communication and follow-through.
- Ensure Advisors receive timely updates and clear expectations throughout the resolution process.
Ad Hoc & Team Support
- Support ad hoc projects and operational initiatives
- Serve as a cross-trained resource to assist the Account Management team during high-volume periods
- Step in to support workflow gaps to ensure continuity of service
- Support Alphastar in a variety of other duties and responsibilities as required by your supervisor.
WHY YOU ARE THE RIGHT PERSON
- At least two (2) years of experience in wealth or asset management
- Understanding investment concepts and systems; experience with our partners and their technology (Schwab, Fidelity, Orion, etc.).
- Operates with speed, a high degree of precision, and a positive, proactive customer service approach daily
- You are someone with a high degree of personal accountability and take great pride in your work.
- Maintains composure and capable of handling stress and potential unpredictability on any given day.
- Can handle difficult customer interactions; including de-escalating the situation, determining a logical course of action, and bringing in the appropriate Alphastar resources where needed.
- Continuous improvement mindset: bringing forth new ideas and a proactive approach to helping refine and redevelop processes such that they improve one or multiple of our operation metrics – speed, accuracy, efficiency, and service.
- Humble, positive, and open to feedback to grow and improve.
- Excellent communication, both written and spoken, as well as interpersonal skills.
BENFITS
- Competitive salary plus bonus opportunities
- Employee-only costs covered Medical, Dental and Vision insurance. Additional family members may be added and will be deducted from employees’ bi-weekly pay.
- 401(k) options available.
- Generous PTO policy along with 11 paid holidays per year.
- Ancillary benefits are offered including but not limited to short-term disability, longer term care coverage, legal support and more.
- Group life insurance policy for all employees. Additional coverage is available with premiums deducted from employees’ bi-weekly pay.