What are the responsibilities and job description for the Advisor Service Coordinator position at Good Life Financial Group LLC?
Job Description
Position Summary:
The Advisor Service Coordinator (ASC)provides expert guidance and support to financial advisors in their service-related needs. The ASC will work closely with advisors to understand their specific requirements, analyze their current service processes, and identify areas for improvement. Using extensive knowledge and experience in service management, the ASC will develop tailored strategies, recommend best practices, and implement solutions to enhance service quality, efficiency, and customer satisfaction. The ASC will assist advisors in optimizing their service operations and achieving their business objectives.
Essential Roles and Responsibilities:
- This is an onsite role
Position Summary:
The Advisor Service Coordinator (ASC)provides expert guidance and support to financial advisors in their service-related needs. The ASC will work closely with advisors to understand their specific requirements, analyze their current service processes, and identify areas for improvement. Using extensive knowledge and experience in service management, the ASC will develop tailored strategies, recommend best practices, and implement solutions to enhance service quality, efficiency, and customer satisfaction. The ASC will assist advisors in optimizing their service operations and achieving their business objectives.
Essential Roles and Responsibilities:
- Engage with advisors and their clients to understand their service-related goals, challenges, and requirements. Build strong relationships and establish yourself as a trusted partner by actively listening, asking probing questions, and demonstrating accountability.
- Facilitate the operational onboarding of new revenue-producing client relationships. Assistance with this task could be as an advisor is transitioning their practice into the company for the first time or during relationship support of existing practices.
- Conduct comprehensive assessments of advisors' service processes, operations, and customer experiences and provide value-add feedback to the financial advisors.
- Provide industry insights, recommendations, and best practices to enhance advisors' service delivery. Develop customized strategies, action plans, and roadmaps aligned with financial advisor?s objectives and industry standards.
- Identify opportunities to optimize service processes, workflows, and systems to drive efficiency, cost-effectiveness, and customer satisfaction. Collaborate with advisors and their teams to support processes, streamline operations, and implement industry-leading service practices.
- Monitor and analyze performance data to evaluate progress, identify trends, and provide actionable insights for continuous improvement.
- Guide and support financial advisors through change management processes associated with implementing new service strategies, technologies, or organizational structures.
- Foster effective communication and coordination to ensure successful outcomes related to financial advisor?s needs.
- Provide repapering support to aid new advisors in moving their book of business to Good Life. Develop a trusting partnership with the advisor and leverage preset strategies for moving their entire book of business to Good Life based on that advisor?s goals. This includes mirroring the advisor?s book of business to Good Life through Client Works.
- Collect and carefully review client data for account management accuracy, transfer assets and provide strategic arrangements.
- Track transitioning accounts and resolve any discrepancies.
- Cross train within the FAST department to develop skills in advisor service, operations, and practice management, advisor transitions, project contributions and management, and other operational departments as needed.