Department: Wealth Operations
Reports to: Manager, Wealth Operations
Status: Full-time, Non-exempt
The Advisor Services Specialist is 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.

RESPONSBILITIES:
• Assist advisors on requests such as opening accounts, moving money, completing paperwork, running

reports, entering trades, etc.

• Resolve issues by working directly with custodians, advisors, and internal team members.
• Communicate on a regular basis with advisors and serve as the liaison between advisors and the custodians

SKILLS AND KNOWLEDGE:

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

• 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

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.