Advisor Service & Onboarding Specialist

Good Life Companies; Charlotte (NC); On-site; USD 60,000 - 75,000; Full time

Job summary

A leading financial services firm is seeking an Advisor Service Coordinator in Charlotte, North Carolina. The role involves providing guidance and support to financial advisors, helping them with their service-related needs and optimizing their operations. Candidates must have an associate degree, 3-4 years of experience in financial services, and strong communication skills. The position offers opportunities for professional growth within a supportive team environment.

Qualifications

• 3-4 years in a financial services role required.
• Experience in investment operations, account management, or project management is preferred.
• FINRA SIE license is preferred.

Responsibilities

• Engage with advisors to understand their service-related goals.
• Facilitate the operational onboarding of new client relationships.
• Monitor and analyze performance data to provide actionable insights.
• Collaborate with cross-functional teams to gather insights and align strategies.
• Provide ongoing support and proactive communication to financial advisors.

Skills

Communication

Relationship building

Analytical thinking

Education

Associate degree in business or finance

Bachelor’s degree

Job description

A leading financial services firm is seeking an Advisor Service Coordinator in Charlotte, North Carolina. The role involves providing guidance and support to financial advisors, helping them with their service-related needs and optimizing their operations. Candidates must have an associate degree, 3-4 years of experience in financial services, and strong communication skills. The position offers opportunities for professional growth within a supportive team environment.