AIM is seeking an Operations Associate –Trade Analyst to support the operational and service needs of our manager traded UMA platform. This individual will serve as a key point of contact for post-trade operational support, manager coordina...
AIM is seeking a Client Service Manager to join our team of service professionals. This individual will act as a key point of contact for service and operations. The CSM will be involved in all service items related to client and advisor on...
Job Title: Client Support Specialist Department: Customer Success / Client Services Location: North Hills, NC Job Type: Full-Time About the Role We are seeking a highly motivated and customer-oriented Client Support Specialist to join...
Role Overview The Customer Education Specialist is responsible for designing, developing, and delivering scalable training programs and product education initiatives that drive user understanding, feature adoption, and overall client succe...
Job Title: Client Support Specialist Department: Customer Success / Client Services Location: Chicago, IL Job Type: Full-Time About the Role We are seeking a highly motivated and customer-oriented Client Support Specialist to join our...
creating trust and confidence with Apex. Liaise with key platform partners (Orion, Advyzon, Docupace, AdvisorArch...
platforms such as Schwab and Advyzon is a plus Ability to manage multiple projects and deadlines with strong attention...
Maintain and update client data in our CRM - Advyzon Initiate, manage, and optimize workflows in Advyzon Data input... is a plus but not required: Schwab, Advyzon, Google workspace, Calendly, RightCapital, Holistiplan. Ability to travel to San Jose 1-4x/year...
Maintain and update client data in our CRM - Advyzon Initiate, manage, and optimize workflows in Advyzon Data input... is a plus but not required: Schwab, Advyzon, Google workspace, Calendly, RightCapital, Holistiplan. Ability to travel to San Jose 1-4x/year...
concepts including investments, retirement accounts, annuities, and insurance Experience with Advyzon or other CRM systems...