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Advisor Experience Specialist

Company

Cetera

Location

Saint Paul, Minnesota

Type

Full-time

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.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.

RESPONSIBILITIES

  • Work with advisors, practices and firms to drive adoption of AdviceWorks tools and technology.
  • Align and deploy internal resources, coaching, training & direct support to address identified productivity gaps.
  • Responsible for driving efficiency with advisors, practices and firms to reduce escalations, lower NIGO, and increase AdviceWorks adoption.
  • Receive & escalate and/or route advisor service and support issues across STTO, Case...

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