Remote RIA Support Associate
Job Summary
A financial company is seeking a Remote RIA Support Associate.
Must be able to:
- Provide support to our advisors
- Participate in projects regarding advisory platform enhancements
Position Requirements Include:
- 5+ years of providing quality Customer Service
- 5+ years of problem resolution in an office environment
- FINRA S7 & S66 (or S63+65) licenses required (or be willing to obtain in 6 months)
- Experience with financial systems such as Orion, Salesforce, Docupace, etc
COMPLETE JOB DESCRIPTION
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