Support and enhance the advisor and client experience by providing immediate, specialized operational support, as it relates to brokerage platforms, products, and services. Provide personalized support to our business partners and advisors on complex brokerage activities, consultation and issue resolution, and serve as a central point of contact for escalated advisor issues. Provide timely and accurate follow-through to advisors and field staff, while ensuring the appropriate closure on all outstanding activities, issues, or concerns.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED