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Implementation Specialist

1 month ago

Cambridge, Massachusetts, United States Nifty Advisor Support Full time
Join Nifty Advisor Support Build a Career with ImpactRole: Implementation SpecialistDepartment: ServicingLocation: Remote (U.S. Only)Employment Type: Part-Time Hourly (90-Day Probation), Transitioning to Full-Time Salaried (Exempt) Note: Paid time off and sick leave begin after the probation period.Ideal Start Date: Monday, May 12, 2025Who We AreAt Nifty Advisor Support, we create a work experience that sets the gold standard in the financial services industry. Since 2018, weve been helping advisors turn their ideas into action with ongoing and project-based solutions.Our team is 100% remote, built on trust, autonomy, and efficiency. If you thrive in a collaborative environment that values your contributions, wed love to have you on board.Why Join Us? A People-First Culture We prioritize support, belonging, and professional growth. A Structured, High-Impact Work Environment Designed for efficiency and success. Opportunities for Growth Develop and advance within a dynamic industry. A Remote-First Team Work from anywhere in the U.S. Work That Matters Help financial advisors operate at their best, making a real impact.A Day in the Life as an Implementation SpecialistAs an Implementation Specialist, Servicing, you will support financial advisors by managing the administrative and client servicing aspects of their business. Your role will focus on the Service Flow service line, ensuring advisors receive the structured support they need to maintain efficient operations and deliver exceptional client experiences.
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