Client Success & Relationship Advisor

Integrity

Des Moines (IA)

On-site

USD 60,000 - 90,000

Full time

9 days ago

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Job summary

Integrity, LLC is seeking an Advisor Relationship Manager in Des Moines, IA to act as a liaison to clients and team members, guiding functionality and delivering memorable customer experiences. You will troubleshoot on the fly, communicate confidently, and build trust to support growth in our broker/dealer ecosystem.

The role requires 2–4 years in financial services, an associate degree or equivalent, and Iowa insurance license within 60 days.

Qualifications

2–4 years of financial industry experience required.
Iowa Insurance license required within first 60 calendar days of employment.
Associate’s degree or equivalent combination of education and experience required.

Responsibilities

Serve as a key point of contact for customers and representatives; handle complex and escalated calls to resolve issues.
Provide support to clients in brokerage operations, advisory accounts, transfers, and direct business.
Provide training and support to clients with navigation and use of Broker/Dealer systems.
Maintain minimum call handling requirements and quality review scores per schedule.
Utilize CRM to accurately collect records, comments and notes from calls.
Provide internal training on department processes and system navigation.
Participate in special projects as assigned.
Document and update current procedures to ensure future alignment.
Other duties as assigned.