Position Objective, Typical Duties and Responsibilities
As a Senior Investment Service Associate, you will serve as a key contributor within the Investment Service and Support Division, delivering high-quality service to advisors using our investment platforms serving wealth management advisors and their clients. You will collaborate closely with advisors and internal teams to provide reliable and efficient support. This position is 100% remote and will be working from 8:30 am to 5:00 pm Eastern.

Typical Duties and Responsibilities  

+ World Alternative Investments Platform Liaison

+ Advisor Service

+ Serve as the primary Service & Support contact for World’s Alternative Investments platform, partnering with Investments, Operations, and Platform teams on day-to-day support. 

+ Manage advisor onboarding and access requests, including login support, password resets, and basic platform navigation help.

+ Support ad...