Advisor Relationship Representative

Symmetry Partners
Oct 15, 2016
Oct 19, 2016
Employer Type
Direct Employer
Employment Type
Full Time
Job Description:

Join a team of passionate, self motivated, talented service professionals with a vision for the future of the financial services industry. Symmetry Partners is an investment advisory firm based in Glastonbury, CT that offers portfolio management services to institutional investors (i.e. public plans, non-profits), retirement plans and the clients of registered financial advisors. Our relationship representative group helps the firm serve its investors and financial advisors through ongoing support to help financial advisors grow their books of business. Over the last few years, the firm has grown in total assets and in customer-base, and has ambitious goals for continued success. On Symmetry's operations team, we take the quality of our work very seriously and pride ourselves in making the financial advisor's experience better.We're looking for a self-starting problem solver with a strong sense of customer service who can think critically and enjoys building professional relationships. The ideal candidate patiently and relentlessly pursues the best solution to a given challenge, and does so with an eye for both the big picture and each critical detail. Our Advisor Relationship Representatives are assigned to specific regions of the country and partner with a member of our sales team to help build strong working relationships with our advisors. This is not a typical call center environment; the position is responsible for handling forty to fifty calls per day, managing email requests and researching matters. The role requires familiarity with financial services concepts, as well as a breadth of experience in providing excellent service.The following full time position is available in our Operations Department:ADVISOR RELATIONSHIP REPRESENTATIVECore Responsibilities:• Builds and maintains relationships with registered financial advisors and their staff.• Services financial advisors, primarily by answering phone calls and responding to emails regarding establishing and maintaining financial accounts.• Acts as liaison between the Operations Support Team and the financial advisors troubleshooting operational issues.• Researches issues related to financial account maintenance, investments, trading, tax reporting and other various operational areas.Qualifications & Experience:• Excellent relationship management aptitude, with demonstrated problem solving and critical thinking abilities.• Proactive, detail-oriented, strong organizational and communication skills with a proven ability to build and maintain business relationships.• Solid working knowledge of MS Office including Word, Excel and Outlook.• Bachelor's degree in a business discipline and/or 3+ years' customer service experience in the Financial Services/Investment Industry preferred.Symmetry Partners offers competitive salaries and benefits that include Medical, Dental, Vision, Life Insurance, Short and Long Term Disability, 401k, Medical and Dependent Care Flexible Spending Accounts, Paid Time Off, Employee Assistance Program and the opportunity to work in an exciting, fast paced environment.To apply, include resume, cover letter and salary requirements.

Company Description:

About Symmetry Partners, LLC:

Founded in 1994, Symmetry Partners, LLC is an investment advisory firm registered with the Securities and Exchange Commission. Based in Glastonbury, CT, Symmetry offers portfolio management services to individuals, retirement plans, and institutions.

Symmetry supports a community of successful, independent, entrepreneurial fee-based advisors driven to grow their business by combining their own unique talents with the following critical components:
A Unique Investment Philosophy
Sales and Marketing Support
Technology and Operations

Through the use of academically based investment philosophies, robust technology solutions, and industry leading sales and marketing support, Symmetry can help increase the productivity and efficiency of financial advisory practices.

Symmetry Partners, LLC fosters a fast-paced, vibrant culture of a growing company. Employees are passionate toward helping our community of advisors deliver an exceptional experience to their clients.

Symmetry Partners offers competitive salaries and benefits that include Medical, Dental, Life Insurance, Short and Long Term Disability, 401k, Vision, Medical and Dependent Care Flexible Spending Accounts, Voluntary Life Insurance, Paid Time Off, Education Assistance and the opportunity to work in an exciting, fast paced environment.