Associate, Advisor Support Associate
External$95K–$138K/yrFull-timeOn-siteToday
Salesforce
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About the role
Provide client-facing operational support for SMA Advisors: onboard intermediaries, manage operations queue and hotlines, administer MMA portal/OKTA access, produce Salesforce reports, liaise with technology and business teams, document processes, QA work, and improve client experience.
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Company Intel
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