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SalaryIs working with people you want to do life with important to you? It is to us, too.
At Triad, our moto is #DBDL: Do Business Do Life. While we are doing business, ensuring a boutique-like experience for our clients is at the top of our list. Does working with our team to build a financial planning offering that can positively impact the lives of thousands of people make your ears perk up? Let’s talk more…
So, Who Are We?
Founded on the idea that business growth shouldn’t come at the expense of personal freedom, you’ll be working to accomplish something never before seen in our industry: Empowering financial advisors to scale their business to all-time highs, while also enjoying levels of personal freedom they never thought possible.
We call this unique intersection of success at work and in life, DBDL: Doing Business and Doing Life – and it’s at the heart of everything we do.
To deliver on our goal of delivering DBDL to our industry, every Triad team member (regardless of experience or job title) is first and foremost a leader. No matter the project, you’ll be expected to do more than simply check the boxes; you’ll play an integral role in shaping the vision, building processes, perfecting systems, creating all-new solutions, and continuing to take our industry into a whole new direction.
But DBDL doesn’t just happen at work. It also happens in life. As a Triad team member, you’ll have the opportunity to live our Do Business, Do Life mantra with a working environment that encourages you to push a pause on work and recharge your creative energy doing the things you love.
What Are Our Benefits?
- Very competitive compensation
- Fully paid health, dental and vision insurance for employee, spouse and family
- Meaningful equity
- Unlimited PTO
- 401k Plan
- Hybrid remote schedule for added flexibility
- Team events (minimum of monthly)
What You’ll Do Here.
When you step into the role as a Client Service Specialist at Triad Wealth Partners, LLC (“Triad Wealth”) you will help by providing fast and reliable support to financial advisors and their teams as they use the Triad Wealth platform to support their end-clients investment and planning needs. In this role, you’ll be responsible for delivering an 11-star experience and creating the best client experience possible.
After training and as Triad Wealth continues to grow, this position has the opportunity to move up quickly into a Relationship Management role where you will manage a dedicated set of client relationships. Other career paths within the company include leadership, training, and operations. If you’re someone who is dedicated to delivering exceptional client experiences, with a strong desire to bring more value to Triad Wealth and its clients, then this role is perfect for you.
Responsibilities:
- Support the onboarding process by researching questions, assisting with document sending and tracking, monitoring and resolving NIGOs – including issues with ACATs, and new account set-up in Orion and Salesforce.
- Build and maintain standard and customized reporting for Triad Wealth’s clients in Orion.
- Process Triad Wealth’s client-directed activity on new and existing accounts, including money in and out of an account, moving money between accounts, and all account maintenance.
- Respond to inquiries from Triad Wealth’s clients in a thorough and thoughtful manner by researching their request, understanding their business, and seeking input from others.
- Collaborate with a variety of internal teams within the company and external vendors to deliver reliable answers to client requests
- Follow-up and ownership of client requests to provide reliable support.
- Takes accountability to all interactions with internal and external customers
- Reports any poor customer experience and works to ensure fast, fair resolutions that restore trust and confidence and keeps the advisor informed about ongoing progress
- Effectively reports feedback on desired platform improvements
- Assist with training the support staff of Triad Wealth’s new clients to help them operate more efficiently.
- Drive user adoption of Triad Wealth’s platform and serve the company’s clients in a way that generates loyalty and promotion of Triad Wealth’s platform to other members in Triad’s community.
- Identify and present opportunities to streamline processes, increase efficiency, and mitigate risks.
- Assist in the development and execution of proactive, creative, and ongoing ways to deliver more value to Triad Wealth’s clients.
- Stay informed about industry developments and best practices.
Qualifications:
- Bachelor’s degree plus 3-5+ years of experience in the financial services industry. Preferred experience working with a Turnkey Asset Management Program or Registered Investment Advisor.
- Experience working with or as a Client Service associate or advisor support staff in the financial services industry.
- Experience working in a mid to large financial organization is preferred.
- Strong service mindset, desire to help others, and strong affiliation to Triad Wealth’s mission to helping advisors grow and build businesses of significance.
- Strong oral and written communication to ensure professional interactions, clear and confident engagement, and positive interactions.
- Strong organizational, analytical, problem solving, and time management skills.
- Fast learner and open to participating in selected departmental process improvement initiatives and duties as assigned.
- Salesforce and Orion experience a plus.
- As an access person of Triad Wealth this position is subject to SEC restrictions on personal political contributions, personal securities transactions, and gifts & entertainment.
This role reports to Triad Wealth’s Director of Onboarding and Engagement and offers in-office, hybrid (at least three office days in a typical workweek), and remote work arrangements (if residing more than 45 miles from Lawrence, Kansas). You’ll work with your leader to figure out which option may align best for you based on several factors.
Come do business, and life, with us!
