Specialist, RIA Operations
New
Remote, any state, USFull-TimeEntry
Salary41,000 - 58,500 USD per year
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Job Details
- Experience
- 0-1 years of relevant experience
Requirements
- Bachelor’s Degree; Finance or Business discipline preferred
- A minimum of 0-1 years of relevant experience in client service
- Interest in the wealth management/managed account industry
- Proficiency with Microsoft Office
- Proven ability to operate in a fast-paced, customer service environment.
- Demonstrated organizational, time management, and interpersonal skills.
- Ability to work collaboratively to achieve team objectives
Responsibilities
- Learning and maintaining a strong working knowledge of multiple systems, products, and services
- Providing subject matter expertise for third-party investment platforms to advisors, clients, and key business stakeholders
- Identifying process improvements and implement solutions to build efficiencies and increase productivity
- Responding to inquiries from Eagle Strategies Advisors
- Assisting the Internal Consultant and Portfolio Specialist Teams with new cases by providing operational expertise
- Adhere to a daily schedule dependent on business needs.
- Required reporting of personal brokerage accounts and those of your household (i.e., if living with a parent or guardian).
- Become proficient in one to two core competencies of our managed account and trading platforms.
- Take incoming calls from Eagle Advisors, their staff, and clients and act as a partner to facilitate transactions requests and account administration.
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