Description:
Description Special Project being created to help with large volume of Advisor's book of business transiting from current platform to the Team is put in place to help with the onboarding of these new advisors as well as making sure Data entry is done with high attention to detail. Large amounts of data will be transferred in this process utilizing Excel. Advisor Services Group provides program support to Financial Advisors on new client and account set-up procedures and issues, in addition to ac
May 3, 2025;
from:
dice.com