Large Resources. Local Relationships.
Senior Investment Service Associate
Location
United States
Posted
3 days ago
Salary
$60K - $80K / year
Seniority
Senior
Job Description
Senior Investment Service Associate
World Insurance Associates LLC
• Serve as a primary Service & Support contact for World’s Alternative Investments platform • Manage advisor onboarding and access requests • Support advisor product training and compliance workflows • Triage, route, and process alternative investments-related requests from advisors • Coordinate operational workflows tied to the platform • Maintain accurate logs, lists, and records for available alternative investment products • Develop and maintain advisor-facing resources such as FAQs, training references, key contacts, and process guides • Assess issues and implement solutions in conjunction with Investment Team members • Review and respond to investment team service requests for both WorldMAP and the World Alternatives Investments Platform
Job Requirements
- Bachelor’s degree or equivalent relevant wealth management industry experience
- 3 or more years of relevant wealth management industry experience
- Strong written and verbal client communication skills
- Outstanding attention to detail
- Excellent responsiveness to requests/questions in a professional setting.
- Ability to manage multiple tasks/projects simultaneously.
- Excellent accountability for deadlines and execution of tasks and follow-up.
- Creative problem-solving skills.
Benefits
- 401(k) with Employer Match
- Health Insurance (with HSA option)
- Dental Insurance
- Vision Insurance
- Life Insurance
- Flexible/Unlimited Paid Time Off Policy
- Flexible Spending Account (FSA)
- Healthy Work/Life Balance
- Maternity/Paternity Leave Policy
- Remote Work Opportunity
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