Advisor Operations Specialist: Managed Accounts Platform
Kestra PWS
Kestra Financial is seeking an Advisory Operations Specialist to support managed accounts and our AdvisorEnterprise platform. You will serve as the primary operational contact, handling advisor inquiries by phone and email, while ensuring policy compliance and accurate processing of service requests. You will train advisors on platforms, collaborate with Envestnet, and maintain meticulous records within Salesforce and other custodial sites. #J-18808-Ljbffr Kestra PWS
Vacancy posted 4 days ago
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