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Posted: Thursday, December 28, 2017 7:56 AM

Job Description:/h3:
The Advisor Services Relationship Manager works within a custodial:based team, and provides support to Financial Advisors on new client and account set:up procedures and issues, in addition to account change request support and tracking. The Advisor Services Relationship Manager also provides administrative training and website usability support.
Responsibilities include:
Provide telephone:based administrative training to Advisors and Sales using companys services, as needed, to communicate procedures, documentation requirements and account processing methodologies.
Adheres to Service Center Standards (balances Advisor need with service center metrics)
Receives incoming calls from Advisors and Sales and addressing questions, issues and concerns. Takes total ownership and accountability to all interactions with internal and external customers
Initiates outbound communications with Advisors and Sales regarding open issues and concerns based on inquiries;
Must have strong oral and written presence by being positive, energetic, helpful, professional, clear and confident.
Reports all outside/in and inside/out defects to the Customer Experience Group and communicates ongoing progress toward resolution to the Advisor until the resolution is completed; provides feedback to the Advisor regarding changes in corporate
policies/procedures or related areas which were implemented as a result of the identified deficit
Continually evaluate day:to:day activities for process improvement opportunities; speaks about outages, offers solutions and makes improvements; Must be solution oriented
Participate in selected departmental process improvement initiatives and duties as assigned
Manage firm risk by setting appropriate expectations.
Supports and adheres to departmental standards for call management

Preferred Qualifications:
Strong written and oral communication skills
Uses sound judgment
Exercises strong decision making skills
Shows a high level of integrity and ethics
Adaptable to change
Has a passion for self improvement
Displays passion and a heart for service

Company Description:/h3:
About The Rockridge Group:
TRG is a privately held Limited Liability Company committed to connecting businesses with job seekers. We deliver high quality contingent personnel to our clients using our 3:step collaborative engagement model:
Collaborate. We partner with you to understand the unique needs of your business before we propose a solution.
Strategize. Based on your goals and staffing challenges, we develop high impact solutions designed for your industry.
Engage. We work with your team before, during, and after every engagement to deliver 100 satisfaction.
With over ten (10) years experience in the resource solutions sector, principals Greg Donner (link to bio) and Ronald Lom (link to bio) leverage the power of strategic partnership to create a powerful staffing model that improves your quality of hire.


• Location: Concord, East Bay

• Post ID: 92225557 eastbay is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018