Implementation Service Sr. Specialist - Jersey City, NJ
4 weeks ago

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
Job description
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