- TEKsystems (Concord, CA)
- ** Hybrid in Chicago, IL Description: The Advisor Services Specialist provides support to Financial Advisors on new client and account set-up procedures ... addition to account change request support and tracking. The Advisor Services Specialist also provides...documentation requirements and account processing methodologies + Adheres to Service Center Standards (balances Advisor need with… more
- TEKsystems (Concord, CA)
- … services or wealth management? Look no further! We are looking for an Advisor Services Specialist for a support a wealth management client. The ... Advisor Services Specialist provides support...is preferred but not required. + Candidates without financial services experience but have online chatbot customer service… more
- TEKsystems (Concord, CA)
- 6 month contract to hire! Hybrid Opening! Description The Advisor Services Relationship Manager provides support to Financial Advisors on new client and ... addition to account change request support and tracking. The Advisor Services Relationship Manager also provides administrative...shift between 5am and 5pm PST - Previous Customer Service /phone Experience is desired but not mandatory - Would… more
- TEKsystems (Concord, CA)
- …Finance Grads! Description Our financial client is looking to build a team of Advisor Services Specialists to provide support to their Financial Advisors on new ... issues, in addition to account change request support and tracking. The Advisor Services Relationship Specialists also provides administrative training and… more