- Provide leading service and support experiences for our advisors while answering questions, researching issues and completing transactions.
- Dynamically support both brokerage and investment advisory needs across channels – phone; with product, platform and process knowledge.
- Educate advisors where to find online information and other self-serve solutions;
- Maintain strong working relationships with advisors, their office staff and peers across the firm;
- Demonstrate critical thinking and problem-solving skills to identify customers stated & unstated needs.
- Assist with navigation in advisory platforms including Envestnet (WMP), Pershing(NetX). -
As a member of our customer-facing organization you will engage directly with our customers over 11 thousand Financial Professionals across the country helping grow and support their firms. · Performs a variety of activities related to the technology needs of Infinex employees in ...
Meriden $48,000 - $50,000 (USD)1 month ago
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Southington Full time1 week ago
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Southington, CT $65,000 - $120,000 (USD) per year2 weeks ago
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Onsite Opening :: Desktop Support Engineer · Location :: Southington, CT (Day one onsite) · Duration :: Contract · Summary · Responsible for building, customizing, and maintaining secure Windows desktop images, managing Intune/Autopilot deployments, and administering endpoint co ...
Southington $65,000 - $120,000 (USD) per year2 weeks ago
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Position Summary · JOB DESCRIPTION · As a member of the IT Desktop Support team, this position is responsible for interfacing with the IT Service Desk as a 2 nd level escalation in user communication and technical support. This position will work extensively within the Incident, ...
Southington1 week ago
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Position Summary · JOB DESCRIPTION · As a member of the IT Desktop Support team, this position is responsible for interfacing with the IT Service Desk as a 2 nd level escalation in user communication and technical support. This position will work extensively within the Incident, ...
Southington, CT1 week ago
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This role involves building customizing · & maintaining windows desktop images using tools like Microsoft Intune Autopilot. The ideal candidate will ensure images comply with organizational security standards.Build customize and maintain Windows desktop images using tools like M ...
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Southington3 weeks ago
Institutions Advisory Support Specialist - Meriden - Advisor Group
Description
Job Title: Institutions Advisory Support Specialist
Osaic Careers is seeking an experienced professional to join our Client Service team as an Institutions Advisory Support Specialist.
This role will be based in one of our hubs located in Atlanta, La Vista, Oakdale, Scottsdale or St. Petersburg and requires a minimum of 4 days weekly in the office on a hybrid schedule.
We are looking for candidates with:
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Application Support Specialist
Only for registered members Meriden
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Community Support Specialist
Full time Only for registered members Meriden
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Community Support Specialist
Only for registered members Meriden
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Community Support Specialist
Only for registered members Meriden, CT
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Program Support Specialist
Only for registered members Meriden, CT
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Program Support Specialist
Only for registered members Meriden, CT
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Application Support Specialist
Only for registered members Meriden, CT
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Loan Operations Support Specialist II
Only for registered members Meriden, CT, USA
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Technical Support Specialist
Only for registered members Cheshire
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Product Support Specialist
Full time Only for registered members Kensington
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Technical Support Specialist
Only for registered members Cheshire, CT
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Student Support Specialist
Only for registered members Middletown, CT
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Desktop Support Specialist
Only for registered members Southington, CT
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Regional Support Specialist
Only for registered members Cheshire, CT
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Specialist, IT Desktop Support
Full time Only for registered members Southington
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Desktop Support Specialist
Only for registered members Southington, CT
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Desktop Support Specialist
Only for registered members Southington
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Specialist, IT Desktop Support
Only for registered members Southington
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Specialist, IT Desktop Support
Only for registered members Southington, CT
-
Desktop Support Specialist
Only for registered members Southington
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Desktop Support Specialist
Only for registered members Southington