Support as a key point of contact for advisor inquiries, escalations, and ongoing service needs
Identify and help resolve advisor pain points related to platform functionality, data quality, and reporting
Develop trusted relationships with advisors to ensure high satisfaction, adoption, and retention
Triage and route service issues across data, operations, sales, and the platform implementation team with urgency and clarity
Act as the connective tissue between advisors and internal teams — translating advisor needs into actionable tickets and resolution paths
Track open issues and ensure timely resolution; maintain accountability across stakeholders
Execute on the established service model for advisor-facing support, contributing to the refinement of intake, triage, escalation, and resolution workflows
Contribute to playbooks, FAQs, and self-service resources to reduce recurring issues and improve advisor independence
Track and report on service KPIs including response times, resolution rates, and advisor satisfaction
Support advisors in navigating client and advisor portal features, reporting tools, and data integrations
Identify recurring data quality issues and partner with the data and operations teams to implement upstream fixes
Stay current on platform product updates and ensure advisors are informed of changes that affect their workflows

5–8 years of experience in a client service, relationship management, or service lead role within wealth management
Prior experience at a broker-dealer, TAMP (Turnkey Asset Management Platform), or custodian in a client-facing capacity
Exposure to or participation in service process improvement in a financial services environment
Hands-on familiarity with advisor and client portals and the workflows advisors rely on day-to-day
Strong working knowledge of financial data concepts — including account aggregation, performance reporting, portfolio data, and custodial data feeds
Proven ability to triage and manage complex, multi-stakeholder issues to resolution
Excellent written and verbal communication skills; ability to translate technical issues for non-technical advisors and vice versa.

Service Consultant – Financial Advisor Technology Platform

Key skills