Responsibilities

• Responsible for general oversight of our advisor and end client experience for the IDG Client Service Team

• Develop a strong understanding of all service offerings and investment products available to IDG advisors

• Initiate new account documents, cancellations, investment objective changes, and other client directives, ensuring all necessary criteria are gathered for the completion of the activity at every stage and across functional areas

• Coordinate with internal business units and service providers to ensure advisor and client requests are fulfilled timely and accurately

• Provide critical review of incoming correspondence (i.e., trading directives and actionable items)

• Research and resolve problems or issues for advisors/clients   

• Facilitate information exchange between internal departments and external parties regarding changes/updates

• Promote collaborative, comprehensive, and coordinated client communication across all product lines to ensure positive client experience

• Assist in the training of new team members on practices and procedures

• Provide mentoring and guidance to other Client Service team members

• Participate as a backup in IDG team coverage

• Serve as a resource with regards to firm initiatives and projects as assigned

Qualifications

• Bachelor’s degree with an emphasis in finance, business, economics, or pre-law preferred

• 3+ years financial services industry experience

• Working knowledge of broker dealer and RIA operations preferred

• Excellent written and verbal communication skills

• Ability to work in a fast-paced customer service environment with high attention to detail

Perks

• Health, dental & vision insurance

• Employer HSA contribution

• Opt out credit

• 401k employer match

• Paid volunteer days

• Gym reimbursement

• Free access to a Workplace Financial Advisor