Associate Relationship Manager

Headquartered in Denver, Colorado, Equity Advisor Solutions provides Registered Investment Advisors, Turnkey Asset Management Programs, Hybrid Firms, Breakaway Representatives and Broker-Dealers with custody and back-office solutions to enhance their services.You will have the rewarding opportunity to help our clients with tailored solutions designed for their specific needs.Equity Advisor Solutions also has a strong value based culture where associates are asked to be innovative, do the right thing for our clients and all within a fun and supportive environment. Our leaders come from a wide variety of well known organizations in the Banking, Investment and Operations industries and are all committed to the growth and development of our associates.

• This position is based in our Greenwood Village, CO office but eligible for a hybrid remote schedule.
• Salary range $45,000-$55,000 depending on expereince.

JOB OVERVIEW

The Associate Relationship Manager (ARM) provides customer service on inbound phone calls and supports Relationship Managers with various tasks and duties. Serves as Tier 1 support on EAS’s phone queue and provides exceptional customer service.

RESPONSIBILITIES & DUTIES

• Reviews, follows up, and takes appropriate action to close call back activity
• Establishes mutual fund shell accounts and updates mutual fund dividend options
• Reviews and responds to EAS voice mailbox and Advisor Relations email box daily
• Stays current on reviewing and responding to incoming emails
• Communicates and resolves issues with internal departments and vendors
• Follows up with advisor on outstanding issues
• Answers questions and provides accurate information to advisors and clients
• Researches problems and questions as required
• Routes advisor and client requests to Operations team, other departments or vendors in a timely manner
• Prepares and sends written or email correspondence as required
• Provides coverage for RMs, SRMs, and team members as requested
• Maintains and organizes internal records systems
• Collects custodial fees
• Assists with advisor billing
• Performs other duties as assigned

QUALIFICATIONS

• Bachelor’s degree in Business or related field preferred
• Minimum of one (1) year of customer service experience, preferably in the retirement or financial services industry
• Investment advisory knowledge and/or experience desired but not required

PROFESSIONAL CERTIFICATIONS

• None required

TECHNICAL SKILLS

• Proficient in Microsoft Office applications, with a focus on Microsoft Excel

CULTURAL COMPETENCIES

In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:

• Customer Focus
• Communicates Effectively
• Manages Complexity
• Resourcefulness

PHYSICAL DEMANDS/WORK ENVIRONMENT

This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

Equity Advisor Solutions is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.