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US Advisor Services Representative

Company: Walton Global
Location: Scottsdale
Posted on: June 24, 2022

Job Description:

Becoming part of the Walton Group of Companies means loving your job and believing in the company you work for. That's the Walton experience. Walton is an organization you can grow your career with. With over 43 years of experience, we have grown to be one of North America's leading real estate asset management and investment firms.

Walton is currently looking for a full-time -US Advisor Services Representative -for our office in Scottsdale, AZ. This successful candidate will be reporting directly to the Director, Investor Relations.


  • Provide exceptional service and support to financial advisors and investors by serving as a single point of contact, receiving and processing incoming communications (i.e., email and phone calls) and answering client inquiries in a prescribed timeframe
  • Provide updates to advisors and investors regarding their Walton holdings
  • Identify, investigate, and resolve potential client issues in an efficient and professional manner
  • Support Investor Communications by distributing investment updates and annual documentation pertaining to client investments
  • Maintain client information database, correcting any data inconsistencies
  • Provide support and assist with requests from internal departments, sales teams, custodians, and third-party administrators
  • Work independently in a fast-paced, dynamic team environment, dealing with multiple inquiries
  • Coordinate with Third Party Administrator to process investor requests and resolve issues
  • Coordinate project exit voting process and help ensure required quorum is met
  • Performs other duties as assigned

    • Bachelor's degree in finance, economics, real estate, business, or any related field
    • A combined total of 5 years experience in real estate AND/OR at a banking or financial institution, preferably working with/for an advisor or in advisor services
    • Must possess proven judgment, decision-making skills and the ability to analyze
    • Experience with CRM software (e.g., Salesforce)
    • Proven ability to respond effectively to sensitive inquiries or concerns from clients, both internal and external
    • Ability to manage multiple tasks
    • Manage tight and changing priorities and deadlines
    • Excellent written and verbal communication skills
    • A proactive attitude is essential to the job
    • Willingness to take on challenges and possess a positive and proactive attitude, with excellent interpersonal and coordinating skills

      Why Walton?
      • 100% employer-paid medical, dental, and vision coverage for full-time employees and their dependents
      • 401(k) plan with employer match
      • Employee Assistance Program
      • Opportunities to grow and develop skills in multiple disciplines
      • Fun, energetic co-workers who share the same core values and strategies
        Join our team of passionate, energetic and inspired staff. In an age of revolving doors in the job market, Walton is a place employees want to be for the long run. Now, experience the Walton difference of integrity and professionalism for yourself. Walton is an Equal Opportunity Employer.

        We would like to thank all applicants for their interest in this position; however, only those selected for interviews will be contacted.

Keywords: Walton Global, Scottsdale , US Advisor Services Representative, Sales , Scottsdale, Arizona

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