The Role

The Wealth Service Specialist will develop a full understanding of system capabilities to assist new and existing Advisor teams with Black Diamond, RCI, Salentica and CRM Wealth Platform. This position will be the advisor’s direct point of contact for system navigation and functionality, ensure seamless movement and expediting issues. Responsible for providing support to our network of clients and business partners, both internally and externally. Serve as an escalation resource, expediting, delegating and facilitating additional work items to completion.

Essential Job Functions, other duties assigned

Review and provide support for servicing tickets submitted by Advisors, tagging accordingly to designated representatives and leadership. Assigning and delegating new accounts to teams and households.

Provide virtual and in-person webinars, trainings and development sessions to new users, Registered Reps and Investment Advisor Representatives. Facilitate additional 1 on 1 trainings for advisors and teams as they are identified.

Serve as the first point of contact to set up system access for new users. Supports and maintain user accounts including rights, permissions and group delegation.

Facilitating and directing the flow of data from Black Diamond into additional systems. Following up to ensure transferred data is accurate and up to date. Utilize the various platforms to review data for accuracy as well as provide necessary updates, maintaining data integrity.

Serve as a key point of contact for Advisors regarding account and transaction review as well as resolving issues. Handling complex and escalated requests to resolve issues and ensure continued satisfaction.

Monitor customer satisfaction levels with regular reporting, documentation and data. Reporting findings to additional stakeholders and leaders.

Coordinates, monitors and reports on project status, webinar feedback, training procedures, and data management for the Wealth Services Team.

Knowledge, Skills, and Abilities

Must display Core Values

Active listening – Demonstrate understanding of financial professional needs and responds appropriately to questions, concerns and feedback

Exceptional written and verbal communication skills

Ability to delegate work and coordinate projects across multiple teams

Strong problem-solving skills, can identify and resolve problems in a timely manner

Ability to prioritize and manage multiple deadlines effectively

Exceptional attention to detail

Ability to qualify large amounts of data

Technical knowledge and understanding of broker-dealer and RIA business processes

Experience and Education

Experience:

3 - 5 years of prior Financial Services and/or Wealth Management experience

1+ years of experience with Wealth Reporting, CRM, and industry-specific platforms (e.g. Pershing, Schwab, Fidelity)

Experience with Black Diamond Wealth Platform or equivalent portfolio report tool is required

Education:

Four-year college or university program certificate in Business, Finance or related field; or equivalent combination of education and experience.

Licensing:

None

Physical Requirements

Office Position

Travel

10%

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.