dealing with brokers with financial advisor experience Support Financial Advisors and provide them with detailed
delivery in the following areas: · Support the Financial Advisors and provide them with detailed information regards to the client platform; · Assist the Financial Advisors in resolving difficult queries; · Tracking brokerage and or dealing with brokers with financial advisor experience · Experience in onboarding of clients
delivery in the following areas: · Support the Financial Advisors and provide them with detailed information regards to the client platform; · Assist the Financial Advisors in resolving difficult queries; · Tracking brokerage and or dealing with brokers with financial advisor experience · Experience in onboarding of clients