Advisor Operations Associate

Job description

About the Role We’re looking for a highly motivated and service-oriented professional to join our Investment Operations team as a n Advisor Operations Associate . In this role, you’ll serve as a key connection point between our internal operations teams and our network of financial professionals. You’ll help ensure smooth day-to-day operations by supporting, training, and problem-solving alongside our partners. This is a fast-paced, high-impact role ideal for someone who enjoys working with people, solving problems, and building expertise across systems, operations, and financial services. What You’ll Do: - Serve as a primary point of contact for financial professionals, providing timely support and solutions to operational and technology-related questions - Troubleshoot issues, conduct research, and coordinate with internal teams to resolve complex cases - Deliver onboarding and ongoing training to partners on systems, workflows, and best practices - Support the rollout of new processes, tools, and operational updates - Help plan and contribute to internal events, training sessions, and educational forums - Assist with administrative coordination across custodians, account changes...