Posted 2 hours ago
Description
Insignis seeks an Adviser Services Executive to lead a fast-growing team delivering responsive, accurate support to financial advisers and clients. You will own day-to-day service delivery, coach staff, design quality controls and build capability across the team.
You will shape the adviser servicing function, establish robust processes, and collaborate with cross-functional partners to improve efficiency and customer experience in a regulated FinTech environment.
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