Reports to: Manager, Wealth Operations
The Advisor Services Specialist is primarily responsible for the review of requests submitted to the Wealth
Operations team via a shared inbox or through the shared phone queue and operations projects as they arise.
This position will troubleshoot day to day problems/issues pertaining to new and existing accounts and clients
that require a high attention to detail or complicated resolution.

PREFERRED SKILLS AND KNOWLEDGE:

• 3+ years of experience in financial services (TAMP/RIA strongly preferred).

• Trading experience a plus.
• Bachelor’s Degree (Finance, Accounting, Business or Economics degree preferred).
• Experience in a fast-paced environment and ability to prioritize in order to meet tight deadlines.
• Exemplary problem-solving and organizational skills with the ability to work autonomously and proactively

meet client needs.

• Extreme attention to detail and a proven high level of accuracy in work product are expected.
• Experience working with a large custodian (e.g. Charles Schwab, TD Ameritrade, Fidelity, Pershing)

required.

• Series 65, 7, or insurance license strongly preferred.

This description covers the major purpose and major functions of the job. It is not intended to give all details or a step by step account of the way each task is
to be performed. Employees may receive other job-related instructions and be required to perform other job related duties requested by their supervisor. All
requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.
CreativeOne Wealth is an equal employment opportunity employer and does not discriminate in its employment decisions on the basis of race, religion,
color, national origin, gender, sexual orientation, age, marital status, physical or mental disability, or on any other basis that would be in violation of any
applicable federal, state or local law. Any offer of employment is contingent upon a background and credit check

Please refer the Job description for details