Operations Specialist / New Accounts (Current Employee) – Charlotte, NC – March 31, 2014
I processed the applications Third Party Investments Advisors during the morning. During the afternoon I do the Quality Check for off-shore processors. My co-workers are very nice and patient. They are always there when you need help. The hardest part of my job was making sure I didn't make any mistakes. The most enjoyable part of my job was everything. I enjoyed this job tremendously.
Assistant Vice President- Recruiter, CO (Former Employee) – Denver, CO – April 21, 2018
In my department, there was a poor attitude towards the financial advisors that were our clients was poor. The attitude definitely shifted when the company went public, as opposed to when it was privately held.