Wealth Services Specialist
Integrity Marketing Group LLC(1 month ago)
About this role
The Wealth Service Specialist is a mid-level role supporting Integrity’s advisor-facing wealth platforms (including Black Diamond, RCI, Salentica and CRM). The position serves as a primary liaison between advisor teams, internal partners, and technical groups to ensure platform adoption, data accuracy, and user access. The role also contributes to training, reporting, and project coordination for the Wealth Services team.
Required Skills
- Black Diamond
- CRM
- Wealth Reporting
- User Access
- Data Integrity
- Training Delivery
- Ticketing
- Account Setup
- Communication
- Problem Solving
+2 more
Qualifications
- Four-year College Certificate in Business, Finance or Related Field (or equivalent experience)
About Integrity Marketing Group LLC
integrity.comIntegrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.
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