​The Specialist will be charged with providing operational support and a superior service experience to Investment Advisor Representatives and their clients. As a member of Wealth Management division, Eagle Strategies LLC, the Specialist will have the opportunity to work closely with both internal and external business partners. This broad level of exposure will allow the individual to quickly learn the managed account business. The skill sets and experiences attained through this role will be invaluable throughout the individual’s career.

Major Responsibilities:
• Review and process managed account applications and service requests
• Proactively respond to inquiries from Eagle Strategies Advisors
• Assist the Internal Consultant and Portfolio Specialist Teams with new cases by providing operational expertise
• Work with Eagle Strategies business partners to ensure that technology workflows are operating correctly and efficiently
• Identify and reso...