Implementation Specialist - Phoenix Arizona

Company: VirtualVocations
Location: Phoenix, Arizona
Posted On: 01/29/2025

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 More...

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