Credit Attribution Specialist

The Credit Attribution Specialist is responsible for accurately identifying, analyzing, and assigning production credit across financial advisor and wealth management teams in accordance with established firm policies and compliance guidelines.
This role requires a high degree of organization, independent judgment, and the ability to navigate ambiguous situations with confidence and minimal oversight. The Credit Attribution Specialist serves as a critical point of contact between financial advisors, leadership, and internal partners to resolve attribution discrepancies and support a seamless advisor experience.

**Key Responsibilities and Duties**

+ Reviews and processes credit attribution requests submitted by financial advisors, wealth management teams, and business partners, ensuring accuracy and strict adherence to firm guidelines.
+ Research and resolve credit discrepancies by analyzing account data, transaction history...