Senior Investment Service Associate

Job Summary

To support the Investment Service and Support Division, the full-time remote Senior Investment Service Associate will manage advisor onboarding, provide training on investment platforms, and coordinate service requests while collaborating with internal teams to ensure high-quality support for wealth management advisors.

Key responsibilities

• Serve as the primary Service & Support contact for alternative investments, managing advisor onboarding and access requests
• Triage and process investment-related requests, coordinating operational workflows and addressing data-feed issues
• Maintain accurate records and develop advisor-facing resources related to investment platforms and compliance

Required qualifications

• Bachelor's degree or equivalent relevant wealth management industry experience
• 3 or more years of relevant wealth management industry experience
• Experience with wealth management technology and platforms such as iCapital and Vestmark
• Willingness to obtain Series 7 and Series 66 or Series 63/65 within the first 12 months of employment
• Strong client communication skills and ability to manage multiple tasks/projects simultaneously