Job Summary
A company is looking for an Advisor Service Associate in the Retirement Services division.
Key Responsibilities
- Support onboarding and transitions for newly acquired retirement firms
- Provide day-to-day advisor support for RPAG tools and investment platforms
- Coordinate with internal teams on automation and AI-driven process improvements
Required Qualifications
- 2+ years in financial services, retirement plan administration, or investment operations
- Strong digital skills and experience with platforms like RPAG, Salesforce, or Microsoft 365
- Curiosity for AI, low-code tools, and automation
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