Job Description

Ascendo is excited to present this opportunity in the financial services industry. If you have a background in advisor support, client relations, and possess strong communication skills, you’ll want to explore this fantastic opportunity further. We are seeking a professional individual with experience in large broker-dealer platforms to join an up-and-coming team on an upward trajectory. Advisor Support Analyst – Amazing Opportunity with Fantastic Benefits Responsibilities: Facilitate the seamless onboarding experience for new financial advisors. Address and resolve advisor inquiries regarding transitions and operational procedures. Cultivate strong professional relationships with advisors, fostering a supportive environment. Collaborate internally to ensure efficient resolution of advisor needs. Contribute to the continuous improvement of advisor support processes. Qualifications: Demonstrated experience in a client-facing or advisor support role within the financial sector. Proficiency with large broker-dealer platforms (like Fidelity or Pershing) or similar. Exceptional interpersonal and communication abilities. Proven ability to manage multiple tasks and prioritize effectively. A strong commitment to delivering high-quality service. Bachelor's degree in a relevant field is a plus. Benefits: Competitive health coverage Company-sponsored retirement options Professional growth and training opportunities Team-oriented and supportive environment ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.

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