Advisor Relationship & Operations Associate

Integrity Marketing Group; West Des Moines (IA); Presencial; USD 55.000 - 75.000; Jornada completa

Descripción de la vacante

Integrity Marketing Group is hiring an Associate Advisor Relationship Manager to serve as a primary contact for advisors, coordinating requests, resolving service issues, and ensuring accurate execution across brokerage and advisory operations.

You will work with Advisor Relationship Managers, custodians, and internal teams to deliver a seamless client experience in a fast-paced wealth management environment.

Formación

• Bachelor's degree or equivalent industry experience.
• 2–4 years in wealth management, financial services, brokerage operations, RIA, broker-dealer, custodian, or clearing firm environment.
• Experience supporting financial advisors or client relationships.
• Familiarity with custodial platforms such as Fidelity, Schwab, Pershing.

Responsabilidades

• Serve as day-to-day point of contact for assigned advisors and internal partners.
• Build trusted relationships by providing responsive, accurate support.
• Manage routine and moderately complex advisor inquiries; escalate higher-risk matters as needed.
• Coordinate with custodians and internal teams to drive timely resolution.
• Communicate status updates and next steps to advisors.
• Identify opportunities to reduce advisor friction and improve service experience.
• Develop understanding of advisor needs and service expectations.
• Provide operational support across brokerage and advisory functions.
• Assist with money movement and account servicing activities.
• Support advisors in navigating processes, policies, systems.

Conocimientos

Client relationship management

Communication skills

Organizational skills

Attention to detail

Educación

Bachelor's degree in Business, Finance, Economics, or related field

Herramientas

CRM software

Wealth management technology

Custodial platforms: Fidelity, Schwab, Pershing

Descripción del empleo

Integrity Marketing Group is hiring an Associate Advisor Relationship Manager to serve as a primary contact for advisors, coordinating requests, resolving service issues, and ensuring accurate execution across brokerage and advisory operations.

You will work with Advisor Relationship Managers, custodians, and internal teams to deliver a seamless client experience in a fast-paced wealth management environment.