PLATFORM SPECIALIST III

Our client with a national footprint requires the duties of a Platform Specialist. Your:

Education

• Bachelor’s degree in Business Management, Investment Management, or a related field.

Experience Required

• Experience in client services, with 6 – 8 years’ experience in a similar role within client services/platform administration, including demonstrable sales enablement and pipeline management.

Knowledge

• Strong understanding of LISP processes and products.
• Proficiency in operational technology and software used in the investment management industry.
• Strong grasp of transfer processes, CRM pipeline usage, and sales reporting.

will enable you to:

Execution of Activities

• Generate reports to identify areas for improvement and implement corrective actions as needed.
• Assist with onboarding new advisers, assistants, and clients, ensur...