Job Description Your point of view is our point of difference intelliflo is a global business that welcomes bold ideas and all points of view. Doing what matters inspires us, and we believe that personal and corporate growth is best achieved by working together and always striving to get better without fearing failure. Who is intellifo? We truly believe that sound financial advice has the power to transform lives for the better, and should therefore be accessible to the many, not the few. intelliflo widens access to financial advice globally through leading technology which powers the advisory experience. Intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help advisors compete and grow. Our solutions support over 30,000 financial advisors worldwide, representing over three million end-investors, with over USD 1 trillion assets serviced across our platforms. intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry. Your Role: We are seeking a dynamic, highly motivated, and enthusiastic individual to join our RIA Support Team. This person’s primary responsibility will be to provide a high level of support for our financial advisor customers. This includes new customer onboarding, responding to customer requests for assistance, managing and coordinating the escalation of support requests, identifying, and documenting new customer requirements and enhancements, and building a working relationship with our customers. What you would be responsible for:

• This is a customer facing role that requires consistent engagement while on calls with our customers and a customer first attitude
• Be proficient with our solution, intelliflo Portfolio, covering portfolio reporting, billing and rebalancing. Future cross-training and support of additional intelliflo solutions will be required.
• Maintain a positive, cooperative, and professional relationship with our customers.
• Assist with the onboarding of new customers.
• Train advisors on the intelliflo Portfolio system capabilities available by completing one-on-one sessions.
• Increase solution adoption by highlighting additional features which would be beneficial to their overall business.
• Provide continuing education to customers on how to effectively use solution in their practices.
• Review customer requests with a sense of urgency, seeking out potential resolution.
• Work collaboratively with other teams for resolution of issues and following through to timely completion.
• Communicate proactively with customers regarding product and program information, supportability issues, and strategic plans where appropriate.
• Share best practices with team members to enhance the quality and efficiency of the Customer Experience.
•  Participate in individual or team projects.
•  Own quarter-end processing of quarterly performance statements for customers.
•  Provide feedback on solutions through pre-release and post-release testing.

Experience you bring:

• A Bachelor’s Degree in Finance, Financial Planning, or Accounting (or equivalent work experience)
• 1-3 years’ experience in client service
• 1-3 years’ financial services experience (highly preferred but not required)
• Experience with Salesforce (preferred but not required)
• Working knowledge of MS Windows, MS Office, system architecture and environments
• Ability to maintain excellent communication consistently while on customer calls and a consistent quality of service
• Ability to deliver quality service and problem-solving skills remotely to clients and communicate complicated concepts in a concise and articulate way
• Ability to prioritize and manage multiple complex issues and adapt to different challenges and changing priorities
• Able to successfully work with and contribute to a strong team

Full Time / Part Time Full time Worker Type Employee Job Exempt (Yes / No) No Workplace Model intelliflo’s workplace model is designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection when possible. Most teams within our England office work 1-day a week in the office, however, most of our teams within the United States and India operate in a remote working pattern. Certain limitations apply.  Please consult with your Talent Acquisition contact during the interviewing process.