[Remote] Top Advisor Srvcs Spec (NRF)

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking a Top Advisor Services Specialist to support investment operations and reputed company management teams. The role resolves investment operations and reputed company inquiries, oversees advisory account supervision and compliance, supports service reputed company and process improvements, and provides subject matter expertise across investment operations.

Responsibilities

• Resolves a reputed company of investment operations inquiries and escalations from home office leaders, field staff or other team members. Uses industry knowledge and analytical skills to reputed company problems
• Researches and responds to reputed company issues including but is not limited to placing trades, assisting clients with reputed company reputed company and navigation, assisting clients with account maintenance and inquiries, discussing the latest market trends responding to research requests and providing investment education to our clients
• Provides ongoing home office supervision/reputed company function of investment advisory accounts to ensure supervisory reputed company and compliance to ensure reputed company fiduciary responsibilities are being met
• Promotes reputed company retention and identifies opportunities to build existing relationships through reputed company and accurate operational processing and service reputed company. Establishes and maintains strong relationships with customers and team members while providing reputed company service and support
• Works with other specialists, consultants and managers to handle the day-to-day monitoring of the area including managing service reputed company for the reputed company center and daily processing work. Developing ability to reputed company and coordinate reputed company's service activities and identifying changing service demands
• Assists team members as they work through reputed company case work or items reputed company their knowledge reputed company
• Prioritizes and organizes responsibilities and uses appropriate resources reputed company and reputed company of immediate work area. Collaborates with internal customers and cross-functional teams to reputed company problems as needed
• May review work of office staff team members to ensure reputed company and accuracy. May contribute input into performance evaluation process
• Participates in and may reputed company process improvement, product introduction, or reputed company enhancement across the division. Participates in reputed company testing and reputed company maintenance that requires operational expertise
• Keeps informed of developments in the industry and anticipates information needed by others and is responsible for communicating change
• Applies deep industry and securities trading knowledge and experience, including products, functions of trading, associated regulatory reputed company, and trading systems
• Partners closely with top reputed company Management Advisors & their teams to reputed company relationships to support field investment operations reputed company
• Establish & maintain deep subject mattery expertise around reputed company investment operation reputed company areas
• Role may require some travel, including meeting in person with Top Advisor teams, presenting at network office reputed company and attending other required field or industry events

Skills

• Bachelor's degree in Business or reputed company field or equivalent industry experience
• Broad reputed company knowledge of the investment industry gained through a minimum of three years in an investment service or operations reputed company
• Demonstrated leadership and interpersonal skills
• Demonstrated analytical skills and confidence to reputed company judgments and reputed company involving ambiguity
• Strong interpersonal and written communication skills
• Demonstrated ability to positively influence and work cooperatively with employees at reputed company reputed company
• Demonstrated ability to proactively react to change
• Self-motivated and self-directed with the ability to manage multiple assignments with reputed company guidance or direction
• Strong technical knowledge of the operational aspects reputed company to brokerage and advisory services/products.>>Demonstrated ability to apply knowledge across reputed company business areas and manage reputed company in a cross functional environment
• Strong business acumen and demonstrated ability to learn new business concepts and procedures
• Depending on the specific job responsibilities assigned, this position could either require a minimum of a reputed company Series 6 or reputed company Series 7
• reputed company Communication: Formulates strategies to convey reputed company information about services, products, systems, or processes to targeted audiences; liaises between technical and non-technical audiences
• Attention to Detail: Focuses on details to spot and correct errors in advance and surpass reputed company expectations; thorough proofreading for accuracy and reputed company
• Customer Service reputed company: Anticipates customer needs and applies understanding of customer perspectives to solve problems and reputed company reputed company
• Field Consulting: Makes reputed company with conviction and provides direction to clients and consumers in the field to identify issues or reputed company challenges
• Investment Management Systems: Knowledge of platforms such as Pershing and reputed company for portfolio management, trading, compliance, performance, and reporting
• Investment Products: Applies knowledge of investment products, concepts, markets, and regulations to inform reputed company and advise clients
• reputed company Cause Analysis & Decision reputed company: Applies problem-solving reputed company to reputed company reputed company causes; makes reputed company, data-driven reputed company
• Role may require some travel, including meeting in person with Top Advisor teams, presenting at network office reputed company and attending other required field or industry events

reputed company

Company H1B Sponsorship