**Essential Functions**

+ Process and establish new accounts placed under management, portfolio allocation changes and various other operational tasks per established procedures
+ Troubleshoot and/or assist in the resolution of incomplete / mismatch documentation
+ Provide operational support to our clients and their financial advisors via email and telephone
+ Work closely to ensure a smooth and seamless client experience
+ Work with various teams/individuals within the organization to provide exceptional service to our financial advisors.
+ Perform miscellaneous job related duties as assigned

**Skills & Qualifications**

+ Ability to multi-task and manage priorities effectively
+ Excellent attention to detail
+ Self-motivated and able to work independently, ability to manage time and deadlines and knowing when to escalate early
+ Strong organizational and analytical skills
+ Motivated to achieve success both personally and for the ...