Advisor Services Specialst - Concord, California | CareerCircle
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Advisor Services Specialst

Aston Carter


Posting ID: JP-002510323

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Concord, California
Full Time
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Position Summary

The Advisor Services Relationship Manager provides support to Financial Advisors on new client and account set-up procedures and issues, in addition to account change request support and tracking. The Advisor Services Relationship Manager also provides administrative training and website usability support.

Additional Skills & Qualifications:

Best VS Avg: Understanding of financial information. Having a Bachelors Degree in Finance/Accounting. 1+ years of experience within customer service environment, ideally Finance.

Required Qualifications:

• Bachelor’s degree or equivalent experience

• Minimum of 2 years financial services industry experience

- Series 6

- Private Banking

- Financial Investment

About Aston Carter:

At Aston Carter, we’re dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions – from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.

Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients’ capabilities by seeking solvers and delivering solutions to address today’s workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit Aston Carter is a company within Allegis Group, a global leader in talent solutions.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888-237-6835 or email for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.

Contact Information

Recruiter: Molly Stough

Phone: (980) 859-6046


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