Wealth Services Associate
Wealth Services Associate
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Salary Not Disclosed
1 Vacancy
Job Description
The Role
The Wealth Service Associate will develop a full understanding of data flow through Black Diamond RCI and CRM Wealth Platform. This position will organize the data coming into Black Diamond connecting it to the appropriate Business units and initiate reporting on the information. Responsible for providing support to our network of clients and business partners both internally and externally.
Essential Job Functions
- Review new accounts and support tagging accordingly to designated representatives and leadership. Assigning new accounts to teams and households.
- Utilize the various platforms to review data for accuracy as well as provide necessary updates maintaining data integrity.
- Serve as a key point of contact for Advisors regarding account and transaction review as well as resolving issues. Handling complex and escalated requests to resolve issues and ensure continued satisfaction.
- Facilitating and directing the flow of data from Black Diamond into additional systems. Following up to ensure transferred data is accurate and up to date.
- Monitor customer satisfaction levels with weekly reporting documentation and data. Reporting findings to additional stakeholders and leaders.
- Other duties assigned
Knowledge Skills and Abilities
- Must display Core Values
- Exceptional written and verbal communication skills
- Customer service experience
- Ability to prioritize and manage multiple deadlines effectively
- Exceptional attention to detail
- Ability to qualify large amounts of data
- Technical knowledge and understanding of broker-dealer and RIA business processes
Experience and Education
- 2-4 years of prior Financial Services and/or Wealth Management experience
- 1 years of experience with Wealth Reporting CRM and industry-specific platforms (e.g. Pershing Schwab Fidelity)
- Experience with Black Diamond Wealth Platform or equivalent portfolio report tool is required
- Four-year college or university program certificate in Business Finance or related field; or equivalent combination of education and experience.
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 family-like 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 hyper-growth 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 addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.
Required Experience:
IC
Employment Type
Full-Time
