Client Support (Investment Portfolio Platform)
Core
First point of contact for financial advisers and wealth managers using the Spectrum platform, handling portfolio administration, trade support, and client reporting.
Role type
Client Support Specialist (Investment Portfolio Platform)
Builds
Client support for the Spectrum investment platform
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
portfolio administration, trade placement and settlement tracking, client reporting generation, investment concepts (trading, asset allocation, corporate actions), tax considerations, complex case troubleshooting
Preferred skills
Praemium platform experience, Dividend Reinvestment Plans knowledge, datafeeds experience, performance/tax reporting expertise
Technologies
Spectrum platform, Praemium platform
Responsibilities
Handle diverse queries via phone, live chat, and email; assist with portfolio visibility and user maintenance; guide clients through withdrawals, contributions, and asset transfers; support trade placement and settlement; generate client reports and statements; investigate reporting variances.
Seniority
Mid-level, hands-on IC