Financial Services Advisor Associate
A company is looking for an Advisor Success Associate (Hybrid). Key Responsibilities Support advisors with client account opening and maintenance processes Cultivate service-focused relationships with financial advisors Act as an intermediary between financial advisors and third-party vendors Required Qualifications 2-3 years of financial services experience Broad knowledge of financial services and planning concepts Hospitality mindset and experience Strong organizational and time management skills Experience with Orion and/or Salesforce is a plus
A company is looking for an Advisor Success Associate (Hybrid).
Key Responsibilities
Support advisors with client account opening and maintenance processes
Cultivate service-focused relationships with financial advisors
Act as an intermediary between financial advisors and third-party vendors
Required Qualifications
2-3 years of financial services experience
Broad knowledge of financial services and planning concepts
Hospitality mindset and experience
Strong organizational and time management skills
Experience with Orion and/or Salesforce is a plus
