With your background, skills and experience you’ve already found success in the wealth management industry. Have you found your ideal firm, one that encourages you to pursue a balanced lifestyle as well as professional success?
Our Operations team is currently growing! We’re seeking an Advisor Services Associate – someone who can provide exceptional client service and support to existing advisors and sales assistants to ensure a high level of accuracy and timely transactional processing.
What is the role of the Advisor Services Associate?
What traits and competencies should an Advisor Services Associate possess?
What are the preferred qualifications for an Advisor Services Associate ?
What is Life at IPC?
If you continue in the selection process, please notify us of any particular accommodation you might require. Any information you send us will be treated with complete confidence.
Referred applicants should not apply directly to this role. All referred applicants must first be submitted through Workday by a...
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