RIA Senior Specialist

Role Overview
The RIA Specialist will become proficient in one to two core competencies of our managed account and trading platforms. The Specialist will take incoming calls from Eagle Advisors, their staff, and clients and act as a partner to facilitate transactions requests and account administration.
This role provides a rare opportunity to learn the inner workings of the wealth management division of a 176-year old, Fortune 100 company. During your career, you can complete internal and external courses and earn industry licenses and designations that will, over time, enable you to move to roles with increasing responsibilities.
What You'll Do
Learning and maintaining a strong working knowledge of multiple systems, products, and services
Providing subject matter expertise for third-party investment platforms to advisors, clients, and key business stakeholders
Identifying process improvements and implement solutions to build efficiencies and increase productivity
Responding to inquiries from Eagle Strategies Advisors
Assisting the Internal Consultant and Portfolio Specialist Teams with new cases by providing operational expertise
Adhere to a daily schedule dependent on business needs.
Required reporting of personal brokerage accounts and those of your household (i.e., if living with a parent or guardian).

What You'll Bring
Bachelor's Degree; Finance or Business discipline preferred
A minimum of 0-1 years of relevant experience in client service
Interest in the wealth management/managed account industry
Proficiency with Microsoft Office
Proven ability to operate in a fast-paced, customer service environment.
Demonstrated organizational, time management, and interpersonal skills.
Ability to work collaboratively to achieve team objectives
Broker-dealer, RIA, or wealth management experience a plus

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Job Level: LEVELCS4

Pay Transparency
Salary Range: $65,000-$92,500
Overtime eligible: Nonexempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.