... for the servicing of the Financial Advisor Offices with any matter relating ... feedback on any instructions to Advisors and Advisor Assistants Maintain agreed upon ... the changing servicing needs of Advisors Be able to build strong ...
19 days ago
... at least 2 years in the financial services sector. Knowledge: Knowledge of ... and data cleanup). Understand various financial product categories and the transaction ... commissions and reporting. Liaise with financial advisors, product providers, and internal teams ...
3 days ago
... a compliance function in the financial services with working knowledge of ... and building strong relationships with financial advisors. Providing clear and accessible ... and provide monitoring feedback to financial advisors.; Conduct branch monitoring; Review ...
16 days ago