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Owned by Olivia

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2 contributions to RIA Operators
iRebal Super User
Any iRebal super users in here? Please email me at [email protected]!
Virtual CSAs Wanted
The Village Financial Services team is getting ready to grow! Here's the "50-foot view" of who I am looking for this virtual CSA role: 🔸 Self-starter with a sense of humor and a quick pivot 🔸 Project-oriented individual who will take the ball & run with it 🔸 2+ years experience in an ops-based role 🔸 Fluent in Advisor Center and/or Wealthscape Is this you? Do you know someone that fits this persona? Full job post here: https://riajobs.io/job/1680008-virtual-client-service-associate-village-financial-services
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Olivia Allen
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15points to level up
@olivia-allen-8081
Fractional CSA for Schwab & Altruist users | Advyzon CRM Consulting & Implementation

Active 22h ago
Joined Dec 4, 2024
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