Advisor Services Operations Specialist

ADP, Inc.

Nashville (TN)

Hybrid

USD 55,000 - 60,000

Full time

2 days ago

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Job summary

The Pacific Financial Group seeks an Advisor Services Associate in Nashville, TN. The role supports the Advisor Services Team with account setup, servicing requests, onboarding and reporting, interacting with IARs and clients, and coordinating with custodians.

The position requires on-site work four days a week with Fridays remote, and a strong eye for detail. Applicants should have 1–2 years in financial services or professional office settings, excellent communication, and solid MS Word/Excel

Qualifications

1–2 years in financial services or professional office environment.
Ability to adhere to 4 days on site requirement and communicate professionally.
Strong written and verbal communication with clients and colleagues.
Excellent time management and organizational skills.

Responsibilities

Set up new account records in Salesforce CRM and portfolio accounting systems.
Assist IARs and clients with transactions, service requests, onboarding and paperwork.
Submit documentation to custodians via portals, email, fax, and mail.
Coordinate with custodians on processing, transfers, reconciliations and issues.
Interact daily with internal staff and IARs via phone, Teams and email.
Maintain CRM updates with communications, notes and attachments.
Prepare and distribute account-related forms and reports.
Support ongoing client/account servicing and timely follow-up.