The role involves supporting platform operations in financial services by managing complex projects across pre-trade, trade, and post-trade phases. The specialist will conduct business and data analysis, collaborate with various stakeholders, maintain documentation, and build strong relationships to optimize operations and ensure client satisfaction.

The Advisor Services Associate role involves supporting clients in the transaction process, providing guidance on the CAIS platform, and collaborating with various internal teams to enhance client experiences. The role demands strong client relationship management and communication skills, along with a focus on operational efficiency.

The Enterprise Business Development Associate will support sales team activities including scheduling demos, preparing sales materials, managing CRM data, and conducting market research. The role involves maintaining a sales pipeline, participating in strategy meetings, and collaborating with marketing to enhance customer experience in the financial services sector.