Relationship Associate

The Relationship Associate is responsible for providing operational and service support to Independent Financial Professionals, addressing day‑to‑day requests, inquiries, and escalations while ensuring a high level of client service and compliance. Job Responsibilities/Main Function Serve as a liaison between Financial Professionals and Insigneo for all service‑related inquiries, escalations, and issues. Coordinate and execute the onboarding of new Financial Professionals and their business, ensuring a seamless transition. Support recruiting efforts by participating in system demos and training sessions for prospective Financial Professionals. Manage and respond to Financial Professional requests in compliance with internal policies and regulatory requirements. Handle and resolve department‑level escalations in a timely and professional manner. Assist with firmwide communications and respond to inquiries from Financial Professionals. Support Relationship Managers in executing strategic initiatives, projects, and business objectives. Partner with the Market Head to foster a strong local branch culture, demonstrating leadership and maintaining effective branch operations. Coordinate and participate in local branch events and activities. Collaborate cross‑functionally with internal departments to support brand initiatives, firmwide events, communications, and recognition programs. Review account opening documentation to ensure compliance with regulatory guidelines and internal standards. Train and educate Financial Professionals and clients on service models, financial solutions, products, and technology platforms. Process fund distributions, asset movements, and other operational transactions accurately and efficiently. Work closely with internal teams and end clients to resolve service and operational matters. Provide guidance on internal procedures and processes. Prepare ad hoc reports as needed. Perform other duties as assigned. Job Requirements (Education and Experience) Bachelor’s degree in Business Administration, Finance, or a related field. Minimum of 3 years of relevant experience in financial services, operations, or a related role. FINRA Series 7 license is a plus. Bilingual in English and Spanish required. Knowledge and understanding of brokerage systems or applications. Experience with Pershing systems preferred. Job Competencies (Knowledge, Skills, and Capabilities) Strong client service orientation with the ability to respond promptly and professionally. High level of attention to detail and accuracy. Strong analytical, organizational, and time management skills. Ability to manage multiple priorities and meet deadlines in a fast‑paced environment. Excellent verbal and written communication skills. Ability to work effectively under pressure and manage time‑sensitive projects. #J-18808-Ljbffr