Advisor Experience Specialist
Core
Cross-functional operational support for Trade Support, Transfer Support, and Advisor Experience teams in the financial services sector.
Role type
Senior IC operations specialist (financial services)
Builds
Operational continuity and service quality for independent financial advisors
Domain
Financial services / Wealth management / Insurance
Required skills
Investment industry experience, mutual funds knowledge, account type knowledge, MS 365 proficiency, problem-solving, time management
Preferred skills
FundSERV experience, registered account knowledge, industry certifications (IFIC, CSC)
Technologies
FundSERV, MS 365
Responsibilities
Support Transfer Support team with follow-ups and backlog management; Assist Trade Support team with surplus daily trading activity; Train alongside Advisor Experience Specialist on onboarding processes; Serve as backup resource for advisor training; Flex across teams based on operational needs
Seniority
Mid-level, hands-on IC