Adviser Service Delivery Expert
1 day ago
IDEX Consulting is seeking an experienced Adviser Service Delivery Expert to join our team.
About the Role- As an Adviser Service Delivery Expert, you will be responsible for ensuring smooth functionality of critical tools and systems for high-quality financial advice.
- You will work closely with our advisory teams to maintain efficient service delivery and operational excellence.
Key Responsibilities
- Support adviser onboarding and manage access permissions, ensuring new advisers have the right tools and systems access.
- Collaborate with advisory, project, and external teams to maintain efficient service delivery and operational excellence.
- Monitor data quality and support risk mitigation efforts to maintain compliance and minimize regulatory risks.
- Develop and implement process improvements to increase efficiency and reduce errors.
- Provide exceptional customer service, responding promptly to support queries and resolving issues efficiently.
Requirements
- Experience working in a fast-paced advisory environment, preferably in a similar role.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with colleagues and clients.
- Strong analytical and problem-solving skills, with the ability to think critically and creatively.
What We Offer
- A competitive salary of $85,000 - $110,000 per annum, depending on experience.
- A dynamic and supportive work environment with opportunities for professional growth and development.
- A comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.
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