Associate, Advisor Support Associate

Responsibilities Provide assistance to the broader SMA Advisor Support team in handling daily activities Onboarding new intermediaries, review of Turnaround Times Key contact point for all technology‑related rollouts Coverage of the SMA Operations hotlines Managing and assigning requests from the Operations Master Queue Exercise sound judgment researching, resolving, and responding to client inquiries Producing and distributing ad‑hoc Salesforce monthly or quarterly reports Collaborate with fellow team members to provide exceptional service for existing and prospective clients Document and maintain processes to enhance the client experience Update addresses and contact information in Salesforce as needed Requirements 4+ years of experience in financial services preferred, ideally within an operations role Attention to detail – demonstrable track record of client service and operational excellence in a client‑facing or operational internship Strong client relationship management capabilities – capable of rapidly building strong, effective, and trusted relationships and networks Highly motivated, self‑starter, energizing and inspires others to seek higher levels of performance Demonstrated ability to work effectively in ambiguous situations and make decisions with incomplete information Strong communication skills with the ability to influence and articulate a variety of issues to different audiences, tailoring messages accordingly including the ability to draft clear, concise, client‑ready messaging Experience with Salesforce is a plus Proficient level of Microsoft Excel, Outlook, and PowerPoint #J-18808-Ljbffr Jobtailor