Title. Advisor Services Specialist. Department. Wealth Operations. Reports to. Manager, Wealth Operations. Status. Full-time, Non-exempt. Location. Overland Park, Kansas. The Advisor Services Specialist is primarily responsible for the review of requests submitted to the Wealth Operations team via a shared inbox or through the shared phone queue and operations projects as they arise. This position will troubleshoot day to day problems/issues pert...
The Workflow Processor is responsible for the review of all email communication received in the Contracting Service, Service First and Life Inboxes received by CreativeOne. This position identifies the individual requests from our producers and affiliated companies assigns them in a timely manner, to the writing designated sales support team. Duties and Responsibilities include, but not limited to. Review and assign all agent requests, missing it...
Position Summary. The. Transition Specialist. is responsible for overseeing the mass transition of client accounts to CreativeOne Wealth’s management once an advisor with a pre-existing book of business is onboarded. In addition to transitioning the advisor’s client accounts, the. Transition Specialist. will train the advisor and their staff on the use of CreativeOne Wealth’s systems and processes. This position will also be responsible for commu...
Department. Wealth Operations. Reports to. Manager, Wealth Operations. Status. Full-time, Non-exempt. Location. Overland Park, Kansas. The Advisor Services Specialist is primarily responsible for the review of requests submitted to the Wealth. Operations team via a shared inbox or through the shared phone queue and operations projects as they arise. This position will troubleshoot day to day problems/issues pertaining to new and existing accounts...
