AssetBook

AssetBook consolidates your data to provide clients with a comprehensive and meaningful financial picture within a simple yet powerful custom solution.

Dec 14, 2022  
The ideal candidate will possess Custodial Data Conversion experience within the fintech space, as well as entry-level accounting. This role is responsible for ensuring the successful recon of custodial data (i.e Fidelity, Schwab, TD, etc.) in the fintech world and adoption of AssetBook platforms. This role also involves extensive client interactions and client training, as well as the ability to translate information across varying business and technical audiences. The position is responsible for maintaining our highest client service standards, including problem-solving, ensuring a timely and successful transition to the AssetBook platforms, and maintaining data integrity. Responsibilities Respond to client questions and inquiries accurately, comprehensively, and promptly. Analyze client requests and deduces and explores possible solutions. Assist advisors with ongoing Pulse solution training enabling the Advisor to leverage the system fully and enhance their...
AssetBook Full time