Wealth Service Coordinator - Technology Integration
Wealth Service Coordinator - Technology Integration
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Job Description
Job Title: Wealth Service Coordinator Technology Integration
Business Unit: Brokers International Financial Services
Location: Urbandale IA
About Brokers International
As The Original Agency Builder since 1983 Brokers International is one of the largest and most experienced insurance marketing organizations in the country. We work effortlessly to help our agency partners and their financial professionals build their businesses and serve their customers through innovative products marketing compliance and operational support. In June of 2021 we partnered with Integrity Marketing Group the nations largest independent distributor of life and health insurance products to help us expand our reach and provide a more holistic planning service to agents and agencies across the industry.
BI and its subsidiary organizations are making significant investments in talent operations sales and marketing capabilities and digital platforms in order to stepchange its ability to drive accelerated growth as a strategic partner. Our culture is one of inclusion diversity of thought and passionate teamwork. You will be surrounded by individuals that are passionate about our company our brand the level of support we provide our partners and working as one integrated team. Our core values are Teamwork Work Ethic Integrity and Customer Service. If you are up for the challenge come join us and be part of taking BI on a new journey of accelerated growth and success.
Job Summary
Excellent opportunity to join a successful wellestablished company looking to grow to the next level. The Wealth Service Coordinator will act as the system Subject Matter Expert taking ownership of processes and development to ensure alignment and efficiency throughout the team. This position will become familiar with the Black Diamond RCI or Salentica Wealth Platform to establish and enforce business operational and IT related procedures to maximize system utilization and ease of access for current users. Contribute toward the continued development implementation administration and support of the system recommending feedback for process automation and improvements where they are possible.
Primary Responsibilities:
Communicate regularly with internal departments and strategic partners to ensure service delivery expectations are met.
Maintain current Wealth Platform following office protocols while relaying information procedures and assistance to internal and external stakeholders.
Monitor system performance work with IT to implement changes and apply necessary patches and versions when required.
Make recommendations to improve process efficiencies
Coordinate and drive investmentrelated administrative processes ensuring accuracy and timeliness.
Act as a resource for others to answer questions resolve issues and train new team members
Provide exceptional customer service through various communication channels
Primary Skills & Requirements:
Bachelors Degree in Business Finance or related field or equivalent combination of education and experience.
35 years of experience in Wealth Management
Experience with Black Diamond Wealth Platform Preferred
Experience in software implementation is preferred
Professional experience in IT related field preferred but not necessary
About Integrity
Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong Insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a familylike environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hypergrowth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit.
Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local law. In addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.
About Integrity
Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a familylike environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hypergrowth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .
Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local law. In addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.
Required Experience:
IC
Employment Type
Full-Time
