Offer summary
Qualifications:
Bachelor's degree or equivalent experience, At least 3 years in investment or wealth management, Knowledge of client account activities, Experience with trading technology preferred, Series 7 and Series 66 or 63/65 certifications or willingness to obtain.
Key responsabilities:
- Act as primary liaison for advisors and the platform
- Train and support advisors on platform services
- Assist in transitioning business portfolios to the platform
- Ensure accuracy of account forms and updates
- Address issues and provide solutions collaboratively