Senior Investment Service Associate

World Insurance Associates LLC

Senior Investment Service Associate providing high-quality service to advisors using investment platforms. Collaborating closely with advisors and internal teams while working remotely.

Posted 7/3/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $60,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing advisor onboarding and access requests within the wealth management industry, while effectively supporting compliance workflows and operational processes. Strong communication and problem-solving skills are essential for addressing advisor needs and maintaining accurate records.

Highest-signal resume keywords

Wealth Management ExperienceAdvisor Onboarding ManagementClient Communication SkillsAttention to DetailCreative Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Written CommunicationVerbal CommunicationResponsivenessTask ManagementAccountability

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

Alternative InvestmentsCompliance WorkflowsOperational WorkflowsInvestment Team CollaborationAdvisor-Facing Resources

About the role

Key responsibilities & impact

Serve as a primary Service & Support contact for World’s Alternative Investments platform
Manage advisor onboarding and access requests
Support advisor product training and compliance workflows
Triage, route, and process alternative investments-related requests from advisors
Coordinate operational workflows tied to the platform
Maintain accurate logs, lists, and records for available alternative investment products
Develop and maintain advisor-facing resources such as FAQs, training references, key contacts, and process guides
Assess issues and implement solutions in conjunction with Investment Team members
Review and respond to investment team service requests for both WorldMAP and the World Alternatives Investments Platform

Requirements

What you’ll need

Bachelor’s degree or equivalent relevant wealth management industry experience
3 or more years of relevant wealth management industry experience
Strong written and verbal client communication skills
Outstanding attention to detail
Excellent responsiveness to requests/questions in a professional setting.
Ability to manage multiple tasks/projects simultaneously.
Excellent accountability for deadlines and execution of tasks and follow-up.
Creative problem-solving skills.

Benefits

Comp & perks

401(k) with Employer Match
Health Insurance (with HSA option)
Dental Insurance
Vision Insurance
Life Insurance
Flexible/Unlimited Paid Time Off Policy
Flexible Spending Account (FSA)
Healthy Work/Life Balance
Maternity/Paternity Leave Policy
Remote Work Opportunity