Advisor Services Representative

Advisor Services Representative

 

About FundQuest:

 

FundQuest is a pioneer in the managed accounts industry.  Owned by BNP Paribas, FundQuest is a leading provider of web-delivered wealth management solutions for many premier financial institutions, including banks, broker-dealers, insurance companies, pension providers, wealth management/trust companies and 401(k) providers.  Our objective investment management services and open architecture give clients access to a flexible and robust menu of wealth management solutions.

 

Overview:

 

The Advisor Services Representative is part of our Client Services team, which is primarily responsible for operations support to RIA’s (Registered Investment Advisors). 


The Advisor Services Representative handles inbound and outbound calls and e-mails to/from the investment advisors.  This service involves researching issues, both internally as well as with external vendors, to resolve account issues for FundQuest’s clients.  The Advisor Services Representative will also assume all responsibility for the day-to-day communication and operational relationship of a number of institutional clients. An Advisor Services Representative will possess a strong understanding of investment products, particularly FundQuest’s products, and be able to explain and differentiate these products for the investment advisors.


Specific Responsibilities:

 Handle inbound and outbound callsOperations Relationship ManagementConduct research to resolve client issues and inquiriesInitiate follow-up with clients to ensure that their needs have been metTrack outstanding and recurring issuesAssist with trade processingSupport and trouble-shoot investment reportsInteract with external vendors to coordinate client requests and transactionsConduct day-to-day operational support for small group of institutional clients as neededMeasuring and improving client satisfaction and service levelsDocumentation and maintenance of all client-specific procedures and processesAssisting in the implementation and rollout of new clients and new productsAll client deliverables.  Ensuring they are accurate and delivered on timeFinal review of fee files prior to deduction and fee payment Quarterly Report reviewResearch and preparation of P&L analysis

 

Requirements:

 Bachelor’s degree and a minimum of 2-3 years financial services experience The ideal candidate will be self-motivated, highly organized and have a keen eye for detailA customer service focus is critical Good knowledge of general investment vehiclesAble to adapt to rapidly changing priorities and needs Strong communication skills

 

TO APPLY:

 

Email your resume and cover letter to HumanResources@FundQuest.com .  Our apologies in advance, but due to the high volume of resumes received, we are unable to accept telephone calls regarding available opportunities and will only contact those candidates being invited to interview.  Qualified candidates must have legal authorization to work in the United States.

 

Candidates only, please.  No third parties.

 

EOE.