Remote Otter LogoRemoteOtter

Advisor Success Associate - Remote

Posted 3 weeks ago
Sales / Business
Full Time
USA
48000 - 60000/year

Overview

The Advisor Success Associate plays a crucial role in supporting financial advisors by managing client account processes and ensuring a seamless service experience.

In Short

  • Support advisors with client account opening and maintenance.
  • Resolve problems with a creative mindset.
  • Cultivate relationships with financial advisors.
  • Act as an intermediary between advisors and vendors.
  • Proactively identify potential issues.
  • Commit to brand protection.

Requirements

  • Hospitality mindset and experience.
  • 2-3 years in financial services.
  • Broad knowledge of financial planning concepts.
  • Strong problem resolution skills.
  • Excellent organizational and time management skills.
  • Experience with Orion and/or Salesforce is a plus.

Benefits

  • 401(k) match.
  • Medical, dental, and vision insurance.
  • Life insurance.
  • Short and long-term disability.
  • Paid time off.
PCS Retirement logo

PCS Retirement

PCS Retirement, LLC is a leading independent and conflict-free provider of retirement solutions in the United States. With a robust platform that supports over 19,000 plans and 850,000 participants, PCS manages more than $26 billion in assets. The company offers a comprehensive suite of services, including recordkeeping for various retirement plans, business development tools for financial advisors, and individual retirement accounts. PCS Retirement fosters a collaborative and empowering work environment, emphasizing trust and personal growth among its team members. Committed to diversity and inclusion, PCS ensures equal opportunity in employment and actively supports the professional development of its workforce.

Share This Job!

Save This Job!

Similar Jobs:

Great Gray logo

Advisor Services Associate - Remote

Great Gray

22 weeks ago

Join RPAG as an Advisor Services Associate to provide exceptional customer support for retirement plan advisors.

United States
Full-time
Customer Service
Privia Health logo

Privia+ Success Associate - Remote

Privia Health

4 weeks ago

The Privia+ Success Associate supports providers by monitoring performance indicators and enhancing workflows in a remote setting.

USA
Full-time
Customer Service
$55,000.00 - $65,000.00/year
Transcarent logo

Client Success Associate - Remote

Transcarent

6 weeks ago

Join Transcarent as a Client Success Associate to manage client relationships and drive satisfaction in a remote role.

USA
Full-time
Customer Service
$70,000 - $80,000 USD

E.E.F.M

Client Success Associate - Remote

EFM Element Fleet Management

8 weeks ago

Join Element Fleet Management as a Client Success Associate to enhance client experiences and support account management.

Worldwide
Full-time
Customer Service
$49,100 - $67,500/year
ProjectGrowth logo

Client Success Associate - Remote

ProjectGrowth

12 weeks ago

Join a premier coaching and consulting firm as a Client Success Associate, providing support and enhancing client experiences.

Worldwide
Full-time
Customer Service