Advisor Experience Specialist - Des Moines
1 month ago
Job summary
The Advisor Experience Specialist is responsible for managing the advisor experience within the Regional Growth Team by providing relationship driven escalation resolution and efficiency consultation to financial advisors, practices and firms in the assigned Region.Primary target location for this position will be Des Moines IA Responsible for quarterbacking advisor escalations across enterprise functions and key contacts routing and following issues to ensure and deliver resolution and adherence to issues within service level agreements Work with advisors practices and firms to drive adoption of AdviceWorks tools technology Align and deploy internal resources coaching training & direct support to address identified productivity gaps Drive efficiency with advisors practices and firms to reduce escalations lower NIGO increase AdviceWorks adoption Provide updates on issue resolution to Growth Team Advisors Firm(s) involved Manage SLAs ticketing system status ticketing issues that come from advisors through the Regional Growth Team for resolution Works directly with a dedicated Service Officer for all service operations escalations that are more complex in nature.
Responsibilities
- Work with advisors practices firmsto driveadoptionofAdviceWorkstoolstechnology
- Alignanddeployinternalresourcescoachingtraining&directsupporttoaddressidentifiedproductivitygaps
- Responsiblefor drivingefficiencywithadvisorspracticesandfirms toreducescalationsslowerNIGOincreaseAdviceWorksadoption
< li >ProvideupdatsonissueresolutiontogroupTeamAdvisorsFirm(s)involvedManageSLAticketingsystemstatusandserviceticketissuesfromadvisorsthroughRegionalGrowtheamformresolutionworksdirectlywithServiceOfficercomplexissuenatureoperationsresolutionservice < / ul >Job description
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