RIA Senior Specialist
Indexed description
New York Life Insurance Company RIA Senior Specialist 11 Hours AgoSaved In-Office or Remote New York, NY, USA 65K-93K Annually Senior level 65K-93K Annually Senior levelArtificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data AnalyticsProvide phone-based operational support for advisors and clients on managed account and trading platforms. Facilitate transaction requests and account administration, serve as platform subject-matter expert, identify process improvements, assist consultant and portfolio specialist teams, and follow daily schedules and personal brokerage reporting requirements.Top Skills: MS Office
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