Advisor Services Associate

ABOUT THE TEAM

Alphastar Capital Management (Alphastar) is a growth-oriented Registered Investment Adviser (RIA) offering platform affiliation to Independent Advisor Representatives. These Advisors provide investment services to retail wealth clients across the U.S. Alphastar provides services within a multitude of verticals including asset management and trading services, financial planning, practice management and development training, and best-in-class technology. All services are offered with a mindset of first-class service and a focus on ethics and compliance.

• Act as the primary liaison for assigned Advisors, leading their onboarding to Alphastar. This means more than guiding them through steps — you orchestrate a smooth transition by anticipating roadblocks, coordinating across internal departments, and ensuring a seamless start for each new relationship.
• For existing Advisors, manage the day-to-day relationship for all operationally oriented processes, including client account opening and closing, household changes, cash contribution and distribution requests, and directly handling or facilitating with other departments on a variety of daily ad hoc requests.
• Establish, maintain, and continuously build a high level of rapport with Advisors and their staff positioning yourself as a trusted problem-solver who understands their business and advocates for their success.
• Complete all job tasks with a high degree of independence and personal accountability, while being prepared as a team player to step up and support (and receive support from) fellow teammates when necessary.
• Support Alphastar in a variety of other duties and responsibilities as required by your supervisor.

• Experience in wealth or asset management; understands investment concepts and systems; experience with our partners and their technology (Schwab, Fidelity, Orion, etc.).
• Operates with speed, a high degree of precision, and a positive customer service approach each and every day. You are someone with a high degree of personal accountability and take great pride in your work.
• Maintains composure and capable of handling stress and potential unpredictability on any given day.
• Can handle difficult customer interactions; including de-escalating the situation, determining a logical course of action, and bringing in the appropriate Alphastar resources where needed.
• Continuous improvement mindset: bringing forth new ideas and a proactive approach to helping refine and redevelop processes such that they improve one or multiple of our operation metrics – speed, accuracy, efficiency, and service.
• Humble, positive, and open to feedback to grow and improve.
• Excellent communication, both written and spoken, as well as fantastic interpersonal skills.

• Full-time position based in Cornelius, NC
• Hybrid schedule available (up to 2 days per week remote)
• Employee-only costs covered Medical, Dental and Vision insurance. Additional family members may be added and will be deducted from employees’ bi-weekly pay.
• 401(k) options available.
• Generous PTO policy along with 10 paid holidays per year.
• Ancillary benefits are offered including but not limited to short-term disability, longer term care coverage, legal support and more.
• Group life insurance policy for all employees. Additional coverage is available with premiums deducted from employees’ bi-weekly pay.