Job Description
Our client with a national footprint requires the duties of a Platform Specialist. Your:
Education
- Bachelor’s degree in Business Management, Investment Management, or a related field.
Experience Required
- Experience in client services, with 6 – 8 years’ experience in a similar role within client services/platform administration, including demonstrable sales enablement and pipeline management.
Knowledge
- Strong understanding of LISP processes and products.
- Proficiency in operational technology and software used in the investment management industry.
- Strong grasp of transfer processes, CRM pipeline usage, and sales reporting.
will enable you to:
Execution of Activities
- Generate reports to identify areas for improvement and implement corrective actions as needed.
- Assist with onboarding new advisers, assistants, and clients, ensur...