Good Life Companies
Advisor Service Coordinator
Charlotte, USA
Sponsorship not specifiedDetected 71 days ago
Project ManagementAccount ManagementCommunicationCollaborationCritical ThinkingPublic Speaking
About the role
- Schedule regular check-ins to address questions, assess satisfaction levels, and identify potential new service opportunities. · Provide industry insights, recommendations, and best practices to enhance advisors' service delivery.
Responsibilities
- Being the best takes 110% Deliver on Your Promises Be Curious & Embrace Change Serving on Purpose for the Greater Good
- The Advisor Service Coordinator (ASC) provides high-level guidance and support to financial advisors in their service-related needs.
- The ASC will collaborate closely with advisors to understand their specific requirements, analyze their current service processes, and identify areas for improvement.
- Using extensive knowledge and experience in service management, the ASC will develop tailored strategies, recommend best practices, and implement solutions to enhance service quality, efficiency, and customer satisfaction.
- Build strong relationships and establish yourself as a trusted partner by actively listening, asking probing questions, and demonstrating accountability. · Facilitate the operational onboarding of new revenue-producing client relationships.
- Develop a trusting partnership with the advisor and leverage preset strategies for moving their entire book of business to Good Life based on that advisor's goals.
- Assess the achievement of milestones, adherence to timelines, and overall effectiveness of implemented solutions. · Maintain strong relationships with financial advisors by providing ongoing support, guidance, and proactive communication.
- Intangibles Strong alignment with Good Life values in Winning Together: Being the best takes 110% Deliver on Your Promises Be Curious & Embrace Change Serving on Purpose for the Greater Good
Nice to have
- About Good Life Good Life Companies is a fast-growing, independent RIA platform dedicated to empowering financial advisors to achieve true independence and long-term success.
- An office is anticipated by the end of 2026.* Key Responsibilities · Engage with advisors and their clients to understand their service-related goals, challenges, and requirements.
- Foster collaboration and coordination to foster collective success. · Review the progress of ongoing service improvement initiatives and projects.
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This listing is sourced directly from Good Life Companies's careers page and normalized into a canonical job model.