Implementation Specialist
Company: VirtualVocations
Location: Phoenix
Posted on: January 28, 2025
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Job Description:
A company is looking for an Implementation Specialist for their
Advisory Services team.
Key Responsibilities
Ensure proper setup and configuration of plan sponsors' plans in
advisory service platforms
Maintain quality control processes to ensure reliability and
consistency of production
Coordinate meetings and follow up on outstanding issues with
internal teams and external clients
Required Qualifications
5+ years of experience in the financial services industry
Thorough knowledge of product, process, and quality assurance
methodologies
Proficiency in Microsoft Office
Bachelor's degree in a business-related field or equivalent
experience
FINRA Series 65 is permitted but not required; FINRA fingerprinting
required
Keywords: VirtualVocations, Prescott , Implementation Specialist, Other , Phoenix, Arizona
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