Concurrent Investment Advisors is a newly formed Registered Investment Advisor firm that offers a multi-custodial hybrid investment platform to the clients of its partner firms. By offloading middle office functions, collaborating to help them achieve their growth goals, and providing a best-in-class platform, Concurrent assists partner firms with streamlining the launch of their business in the RIA space and positioning them to best serve their clients in the evolving financial services field.
Headquartered in Tampa, Concurrent was founded in 2016 and currently has over 100 advisors in 43 offices with $9.5 billion in assets under management (AUM) and more than $13 billion under advisement.
Company Values:
We believe that we best serve our partner firms and their respective clients when we have team members who are aligned in their values. Our team environment is fast-paced, highly collaborative, and innovative. We value motivated team members who enjoy solving problems, are open to implementing new ideas, and take pride in their work product.
Position Overview:
At Concurrent Investment Advisors, we are dedicated to delivering exceptional client experiences through the efficient use of cutting-edge technology and a collaborative team approach. We are looking for a Support Team Member who shares our core values and is passionate about making a meaningful impact on the financial advisory industry.
Key Responsibilities:
Client-Centric Support: Provide best-in-class service to our advisors and their staff, ensuring they have a seamless experience when using our services and technology.
Ticket Management: Manage the ticketing system in accordance with published Service Level Agreements (SLAs), ensuring timely resolution of issues and requests.
Onboarding Assistance: Assist in the onboarding process for new advisors, helping them navigate our systems and tools efficiently.
Training and Education: Collaborate with team members to educate them on the effective utilization of available tools and resources, promoting competence and efficiency.
Continuous Improvement: Work closely with the All Stars and additional field staff to identify opportunities for enhancing the overall advisor and client experience. Share insights and suggestions for process improvements.
Communication: Effectively communicate important projects, events, and updates to the entire team, fostering a culture of transparency and collaboration.
Qualifications/Experience:
Job Type
Location / Schedule
Benefits
...from both certified substitute paraeducators and those with no teaching experience. Our hiring coordinators are ready to help you through the... ...process. Job Description: A substitute paraeducator assists the classroom teacher to provide extra support to students...
...paperwork for you. Maintain a flexible schedule by deciding how many clients you see... ...Headway, so that you can set the hours that work for you. Grow your caseload by providing... ...via telehealth while working from home. We accept the following licenses on a state...
...Position Overview: We are seeking a skilled Fortinet Network Engineer to design, implement, and maintain secure and efficient network infrastructure utilizing Fortinet security solutions . The ideal candidate will have extensive experience with FortiGate firewalls...
...Business Development Sales Manager Nutritional/Functional Ingredients Dietary Supplements, Nutraceuticals, Sports Nutritional Products, Functional Foods and Beverages. Our client is a global leader in the manufacturing of high quality, nutritional...
Job Description: Blue Ridge Building Products is seeking skilled and dedicated Fiberglass Insulation Installer to join our growing team. As a leading provider of insulation solutions, we are committed to delivering exceptional service and top-quality installations...