team. The successful candidate will thrive in a team environment, provide excellent customer service, possess a high degree..., and communicating with all levels of leadership. As a PMO Lead Specialist you will: Serves as a subject matter advisor in the...
and delegate client and advisor operational requests to a centralized service team as appropriate. ESSENTIAL DUTIES... centralized service team to ensure client and advisor requests are fulfilled in a timely manner. 7. Demonstrate proficiency...
service team to ensure client and advisor requests are fulfilled in a timely manner. 7. Demonstrate proficiency... position located in Charlotte, Orlanda or Atlanta* Provides in-office client and advisor support to a team of Wealth Advisors...