Implementation Service Sr. Specialist - Jersey City, NJ

Only for registered members Jersey City, NJ, United States

4 weeks ago

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Job summary

The Implementation Service Sr. Specialist plays a critical role in supporting Implementation Project Managers in onboarding advisors onto our platform.
This position aids in ensuring a smooth, efficient, and positive onboarding experience by managing operational tasks, coordinating with internal teams,
and serving as a trusted resource for advisors throughout the process.

Responsibilities

  • Partner with Implementation Project Management to execute advisor onboarding plans within defined timelines and service standards
  • Support advisors transitioning their book of business onto the platform, providing clear guidance and timely responses to inquiries

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