Our client with a national footprint requires the duties of a Platform Specialist. Your:

Education Bachelor’s degree in Business Management, Investment Management, or a related field. Experience Required Experience in client services, with 6 – 8 years’ experience in a similar role within client services/platform administration, including demonstrable sales enablement and pipeline management. Knowledge Strong understanding of LISP processes and products. Proficiency in operational technology and software used in the investment management industry. Strong grasp of transfer processes, CRM pipeline usage, and sales reporting.

will enable you to:

Execution of Activities Generate reports to identify areas for improvement and implement corrective actions as needed. Assist with onboarding new advisers, assistants, and clients, ensuring a smooth transition and successful adoption of our products and services. Stay informed about industry trends, market developments, and compet...