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Advisor, Platform Success Consultant at Osaic | JobVerse
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Advisor, Platform Success Consultant
Osaic
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Advisor, Platform Success Consultant
Atlanta, Florida, United States of America
Full Time
1 hour ago
$80,000 - $95,000 USD
No H1B
Apply Now
Key skills
CRM
Project Management
About this role
Role Overview
Assist the OAS Platform Success Team in serving, building and strengthening relationships with financial professionals
Serve as primary point of contact for day-to-day questions or issues related to tech
Provide navigational support & training for CRM & performance reporting solutions
Conduct technology consulting calls with advisors
Communicate effectively across team and escalate high priority issues accordingly
Partner with platform vendors when necessary to solve complex advisor issues
Educate advisors and their staff about technology procedures related to tools provided by the RIA
Requirements
Minimum 2 years’ related experience in financial services or similar industry
Knowledge of investment services, products, practices, and general market trends
Well-developed analytical and project management skills
Working knowledge of Microsoft Word, Excel, Outlook, and other Web-based applications
Strong knowledge of FINRA SEC, and state rules and regulations
Excellent verbal and written customer service skills
Possess excellent organizational skills
Benefits
health, vision, dental insurance
401k
paid time away
volunteer days
Apply Now
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