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Apt Tutoring, Test Prep & College Counseling Logo
Apt Tutoring, Test Prep & College Counseling

Nationwide

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Elite Scholars of China

Nationwide

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American Academy of Otolaryngology-Head and Neck Surgery

Alexandria, Virginia

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University at Buffalo

Buffalo, New York

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North Carolina State University | Wilson College of Textiles

Raleigh, North Carolina

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Stanford Children's Health - Lucile Packard Children's Hospital

Palo Alto, California

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University of San Diego

San Diego, California

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Baylor Scott & White Health

DALLAS, Texas

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University of California Davis

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Veterans Affairs, Veterans Health Administration

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Cal Poly Humboldt

Arcata, California

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Los Angeles, California

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Newport Beach, California

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Schroders Investment Management

New York, New York

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Veterans Affairs, Veterans Health Administration

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Yale University

New Haven, Connecticut

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Senior Settlement Specialist
Provide guidance, coaching, and indirect leadership to peers on policies, procedures, and customer service skills. Be responsible for continuous process improvement, subject matter expertise, managing escalations, and miscellaneous support, as directed by team leader. Independently serve as a single point of contact to provide service support on the department process to eligible advisors and their staff, along with researching and responding to escalated service issues and resolve problems (issues may be related to basic investment or general securities products). If you are not located close to a physical office, remote work is considered for qualified candidates. Responsibilities Independently serve as a single point of contact to


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