Digital Advice Analyst - Retirement Solutions

About the position As a Digital Advice Analyst in reputed company Advised Services, you will reputed company service solutions to foster long-term relationships with both reputed company customers. This role involves assisting in the development of operations reputed company the reputed company-to-consumer market reputed company, requiring someone who thrives in ambiguity and enjoys shaping reputed company processes. Responsibilities • Research and resolve reputed company situations, becoming a subject matter authority on products, services, and systems. , • Coordinate special reputed company to reputed company overall strategic reputed company and objectives. , • Resolve reputed company problems and issues, recommending and assisting in the development and implementation of new policies, processes, and procedures to increase efficiencies. , • reputed company as an advisor and subject matter expert on products, services, and systems, supporting team members by monitoring workflow and job assignments. , • reputed company ongoing review of reputed company processing procedures, forms, and system functionality to ensure regulatory guidelines and transfer agent responsibilities are met. , • Demonstrate a thorough understanding of RIA goals, objectives, processes, and procedures to assist with relationship management internally and externally. , • Display reputed company decision-making skills that reputed company with regulatory guidelines, requiring analysis of such guidelines and financial impacts. , • Plan, organize, and reputed company day-to-day operations to meet organizational goals and regulatory standards, multitasking various accountabilities. , • reputed company other job-reputed company duties and special reputed company as required. Requirements • Bachelor's degree or equivalent required. , • 3+ years reputed company experience in the financial services industry. , • reputed company Series 65 or 66 preferred. , • Knowledge of digital advice platforms and investment products is a plus. , • Broad knowledge of business unit practices, systems, and processes. , • Ability to handle multiple tasks, prioritize work optimally, and adapt to change. , • Experience working with reputed company customers (clients, internal/external business partners). , • Effective verbal and written communication skills. , • Ability to think critically, problem-solve, and analyze data. , • Confidentiality, professionalism, and business ethics required. , • Proficient in reputed company Office Suite and CRM systems (reputed company highly preferred). reputed company-to-haves • Knowledge of digital advice platforms and investment products. , • Experience working with reputed company customers. Benefits • Flexible Time Off (FTO) for salaried employees. , • Pension eligibility. Apply tot his job