Advisor Services Associate

Advisor Services Associate

LOCATION: Remote, based in Denver, CO. Occasional office visits required.

OPPORTUNITY:

GeoWealth is a Chicago-based fintech firm that offers an award-winning digital advisory platform, including Turnkey Asset Management Platform (“TAMP”) capabilities. We deliver a comprehensive and fully integrated wealth management technology platform to professionals in the financial services industry.

We are currently searching for an Advisor Services Associate to join our rapidly growing team. In this role you will develop an in-depth knowledge of our technology platform and daily operations to best serve our clients. You will be responsible for ensuring a positive experience for all new and existing clients. The successful candidate will be a self-starter with a positive attitude and ability to be a team player.

DAY TO DAY RESPONSBILITIES:

• Provide support to clients as the first line of contact for calls, email communications, and web-based platform walkthroughs and trainings.
• Serve as a liaison for all custodian needs including, but not limited to, the opening of new accounts, account transfers, cash movement requests, account rejections, etc.
• Educate clients on platform capabilities and help increase platform usage and promote user efficiencies.
• Troubleshoot client issues to resolve and/or coordinate and escalate appropriately within internal teams including Relationship Management/Operations/Product.
• Act as a Subject Matter Expert both internally and externally on platform functionality.
• Build and strengthen relationships with external business partners.

SKILLS, KNOWLEDGE AND EXPERIENCE:

• Minimum of 3 years of experience in a client-facing and/or client support role in financial services.
• Preferred bachelor’s degree, ideally in Finance, Business, or Accounting.
• Experience working with Financial Advisors at a Registered Investment Advisory Firm (RIA)
• Experience working at with a Turnkey Asset Management Platform (TAMP) and/or financial custodians
• Strong organizational and interpersonal communication skills with the ability to communicate professionally across email, phone, and in-person.
• Extremely detail oriented, resourceful, and able to multi-task effectively while operating on tight deadlines.
• Proven client service skills with a proactive approach, and ability to take ownership of issues as they arise.
• General knowledge of financial back-office operations and processing.
• Comprehensive understanding of custodians (Charles Schwab, Fidelity, Pershing) encompassing a deep knowledge of their services, platforms, and the management of investment accounts.
• Team player who is willing to build relationships and work both individually and in a collaborative approach.
• Experience with Microsoft Excel and Outlook.
• Enjoys working in a collaborative and fast-paced environment. Enjoys learning about and working with technology.

COMPANY CULTURE AND PERKS – HIGHLIGHTS:

• Casual work environment with fun, hard-working, and open-minded coworkers. GeoWealth was named one of Built In’s 2023 Best Places to Work in Chicago (https://geowealth.com/careers/)
• Competitive salary with opportunity for performance-based annual bonus
• Medical, Dental, and Vision, Disability insurance
• 401(k) with company match
• FSA and transit benefits
• Flexible PTO and work schedule
• Hybrid work schedule, with three days in the office and two days working from home
• Modern office space on Chicago’s Magnificent Mile with free on-site gym
• Weekly catered lunches in the office, plus monthly happy hours
• Stocked kitchen with snacks and drinks

Denver Office: 1401 Lawrence St, Denver, CO 80202

GeoWealth Home Office: 444 N. Michigan Ave., Suite 3150, Chicago, Illinois 60611

Email: connect@geowealth.com

Learn more at careers@geowealth.com

GeoWealth is an equal employment opportunity employer and does not discriminate in its employment decisions on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, physical or mental disability, or on any other basis that would be in violation of any applicable federal, state or local law. Any offer of employment is contingent upon a background check.