Managed Account Services Consultant

About the role

The Managed Account Services Consultant provides high-level program and product support across a wide range of activities critical to the Managed Accounts business.

Responsibilities

• Deliver exceptional advisor service and support across all aspects of the Managed Accounts program, acting as a primary resource for inquiries, issue resolution, and ongoing account servicing.
• Partner with product and technology teams to provide servicing insights, identify system issues, support platform improvements, and participate in user acceptance testing to validate business requirements and ensure a positive user experience.
• Collaborate across cross-functional teams to support the execution of strategic initiatives, process improvements, and product support efforts that enhance the advisor and client experience.
• Identify and implement opportunities to streamline workflows, improve service delivery, and contribute to a culture of continuous improvement.
• Serve as a subject matter expert on Managed Account products, demonstrating strong ownership, professional communication, and a proactive approach to advisor and program support.
• Build and maintain strong relationships with internal partners to ensure alignment on priorities, system enhancements, and servicing needs.

Requirements

• University (Degree) Preferred
• Work Experience 2+ Years Required; 3+ Years Preferred
• FINRA Registrations SRC Indicator: NRF

Qualifications

• Experience in Financial Services with an emphasis on Analysis and/or Operations
• Familiarity with one or more continuous improvement tools and technologies: Tableau or Power BI for data visualization, Python, PowerShell, or Batch Files for scripting and automation, Automation Anywhere for robotic process automation, SharePoint Online, Power Automate, SQL and Microsoft Access for data querying and database management
• Collaborative, passionate, quick learner, adaptive, comfortable with operating in ambiguity
• Brokerage knowledge (i.e., cost basis, registrations, asset transfers, account maintenance, onboarding/offboarding)
• Net-X 360 general navigation/understanding how to generate reports (Pershing platform)

Skills

• Familiarity with one or more continuous improvement tools and technologies: Tableau or Power BI for data visualization, Python, PowerShell, or Batch Files for scripting and automation, Automation Anywhere for robotic process automation, SharePoint Online, Power Automate, SQL and Microsoft Access for data querying and database management
• Collaborative, passionate, quick learner, adaptive, comfortable with operating in ambiguity
• Brokerage knowledge (i.e., cost basis, registrations, asset transfers, account maintenance, onboarding/offboarding)
• Net-X 360 general navigation/understanding how to generate reports (Pershing platform)

Benefits

Not specified

Pay

$32.16/hr - $45.43/hr

Schedule

Not specified