Wealth Management Support Specialist

1 day ago


Rockville, Maryland, United States Atria Wealth Solutions Full time
Job Overview
Atria Wealth Solutions, Inc. is a leading wealth management solutions provider seeking an experienced Advisory Support Specialist to join our team in Rockville, MD. This role requires strong attention to detail, excellent communication skills, and the ability to work effectively in a fast-paced environment.

Responsibilities
- Process business requests from financial professionals, including brokerage account service requests and direct business.
- Utilize Docupace workflow to streamline business processes and improve efficiency.
- Identify and resolve issues related to not-in-good-order documents, confirmation of documentation, and account transfers.
- Collaborate with internal teams to provide exceptional customer service and support to financial professionals and clients.

Requirements
- Bachelor's degree or equivalent experience in a related field.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office and database utilization.

Benefits
- Salary: $65,000 - $85,000 per year.
- Comprehensive benefits package, including health insurance, 401(k) retirement plan, and paid time off.
- Opportunities for career advancement and professional growth.

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