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Portfolio Specialist - Covington, KY Company Name: Arca24.com Salary period: Annual Portfolio Specialist Position Description: The role of Portfolio Specialist is to act as a product expert on Strategic Advisors, Inc. (SAI) portfolios and the associated managed account process. This role focuses on customer experience, retention and sales associated with Fidelity Managed Accounts in coordination with the client's Account Executive. It is a direct customer contact role in which the Portfolio Specialist will have frequent customer. After registering you may be able to apply for this job directly (if still active) on ((None))'s site. Future job matches may be sent from Geebo approved job partners.
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