Advyzon

The Client Service Manager serves as the primary point of contact for advisor onboarding and day-to-day operational service items. They are responsible for managing paperwork, resolving NIGOs, and optimizing operational workflows across multiple custodial platforms.

Support the operational setup, onboarding, and billing coordination for third-party managers and strategists on the AIM platform. Manage reporting, account maintenance, and process improvements to enhance the strategist experience.

The Customer Education Specialist is responsible for designing and delivering training programs that enhance user understanding and feature adoption. This role involves collaborating with various teams to create engaging educational content and improve training initiatives based on user feedback.