Operations Associate, Wealth
Job Location:
Urbandale, IA - USA
Monthly Salary:
Posted on:
Vacancies:
Job Summary
The Role
As an Operations Associate Wealth Services you will play a critical role in supporting advisors and wealth management teams by serving as a subject matter expert across key wealth technology platforms including Black Diamond Salentica CRM Wealth Platform and RCI.
In this highly collaborative role you will be a trusted resource for advisors helping them navigate systems resolve complex issues and optimize platform functionality. You will work closely with internal teams and external partners to support onboarding training data integrity and operational excellence across the wealth services organization.
This position is ideal for a detail-oriented professional who enjoys problem solving building relationships and leveraging technology to create a seamless advisor experience.
Essential Job Functions other duties assigned
Advisor Support & Relationship Management
Serve as a primary point of contact for advisors regarding platform functionality navigation questions account reviews and transaction-related inquiries.
Resolve complex service requests and escalated issues while ensuring a high-quality advisor experience.
Act as a liaison between advisors internal teams and business partners to facilitate timely issue resolution.
Training & User Enablement
Deliver virtual and in-person training sessions webinars and development programs for advisors Registered Representatives and Investment Advisor Representatives.
Provide one-on-one coaching and support to users as needed.
Assist with onboarding new users by setting up system access and ensuring a smooth transition onto wealth platforms.
Platform Administration & Data Management
Maintain user accounts permissions security rights and group assignments across supported systems.
Manage the flow of data between Black Diamond and related platforms ensuring information is accurate complete and up to date.
Monitor and maintain data integrity through regular audits updates and validation activities.
Operational Support & Project Coordination
Review and triage advisor service tickets routing requests to the appropriate teams and stakeholders.
Coordinate account assignments household setup and workload distribution across teams.
Track monitor and report on project status training effectiveness webinar feedback and operational initiatives.
Prepare reporting and documentation related to customer satisfaction platform usage and team performance metrics.
Knowledge Skills and Abilities
Commitment to demonstrating company core values.
Exceptional written and verbal communication skills.
Strong active listening skills with the ability to understand advisor needs and deliver effective solutions.
Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Strong analytical and problem-solving abilities.
Ability to collaborate across departments and coordinate efforts among multiple stakeholders.
High level of attention to detail and commitment to accuracy.
Experience reviewing validating and managing large data sets.
Understanding of broker-dealer and RIA business processes and operational workflows.
Experience and Education
Experience:
3-5 years of experience in Financial Services Wealth Management or a related industry.
Experience working with wealth reporting CRM or advisor technology platforms.
Experience supporting platforms such as Pershing Schwab Fidelity or similar custodial and wealth management systems.
Hands-on experience with Black Diamond or a comparable portfolio reporting platform is required.
Education:
Four-year college or university program certificate in Business Finance or related field; or equivalent combination of education and experience.
Licensing:
None
Physical Requirements
Office Position
Travel
10%
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
About Company
Integrity is a one-of-a-kind insurtech company, using data, technology and a human touch to deliver a better insurance experience.
