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The Advisor Support Representative provides exceptional customer support to financial professionals, assisting with inquiries, processing forms, and ensuring compliance with policies.

The Client Support Specialist provides high-quality customer service, processes requests, and supports clients by addressing inquiries while ensuring compliance with policies.

Implement, monitor, and maintain datacenter backup and storage systems (SAN/NAS). Manage firmware/software levels, perform server builds (physical and virtual), tune configurations, troubleshoot outages, enhance monitoring and alarming, document procedures, participate in audits and security strategy, and support disaster recovery planning and infrastructure deployments.

Serve as the front-office professional greeting clients, managing phone and scheduling, maintaining office supplies and records, updating CRM client files, supporting mail/package and virtual meeting systems, and assisting with events and administrative tasks to ensure smooth office operations in a financial services setting.

Manage supplier lifecycle for internal stakeholders: sourcing, RFx, contract negotiation and CLM, supplier relationship and performance management, category strategy, cost/TCO analysis, and supplier reduction initiatives. Support senior leaders, present analysis, and drive sourcing and procurement process improvements.

The Regional Advisory Consultant drives sales strategy and financial planning adoption through advisor interactions, fostering business growth and managing a sales pipeline.

Provide Tier II Workday support and administration: troubleshoot cases, configure core HCM, maintain data integrity, run data loads (EIB), create reports, perform UAT, document SOPs, and support HR stakeholders and projects.

Provide FP&A support for Operations and Technology solutions: collaborate with business leaders on budgeting, forecasting, financial modeling, reporting, variance analysis, process improvements, automation, and internal controls to drive profitability and efficiency.

The role involves providing support to Financial Professionals by addressing their technology needs, resolving issues, and managing the help desk ticket queue.

The Advisor Support Representative provides customer service support to financial professionals by handling inquiries, processing forms, maintaining compliance, and improving service delivery. This role is an entry point for growth within the organization.