Senior Investment Service Associate

Responsibilities

• Serve as a primary Service & Support contact for World’s Alternative Investments platform
• Manage advisor onboarding and access requests
• Support advisor product training and compliance workflows
• Triage, route, and process alternative investments-related requests from advisors
• Coordinate operational workflows tied to the platform
• Maintain accurate logs, lists, and records for available alternative investment products
• Develop and maintain advisor-facing resources such as FAQs, training references, key contacts, and process guides
• Assess issues and implement solutions in conjunction with Investment Team members
• Review and respond to investment team service requests for both WorldMAP and the World Alternatives Investments Platform

Requirements

• Bachelor’s degree or equivalent relevant wealth management industry experience
• 3 or more years of relevant wealth management industry experience
• Strong written and verbal client communication skills
• Outstanding attention to detail
• Excellent responsiveness to requests/questions in a professional setting.
• Ability to manage multiple tasks/projects simultaneously.
• Excellent accountability for deadlines and execution of tasks and follow-up.
• Creative problem-solving skills.

Core Competencies

Demonstrates expertise in managing advisor onboarding and access requests within the wealth management industry, while effectively supporting compliance workflows and operational processes. Strong communication and problem-solving skills are essential for addressing advisor needs and maintaining accurate records.