• Serve as a key operational support partner for IAS Advisor Success Management and Home Office teams. • Assist in coordinating and resolving complex service issues, escalations, and exceptions • Assist with managing exceptions, accommodations, and workflow troubleshooting to help minimize disruption for advisors and clients. • Track issues through resolution and ensure timely communication with stakeholders. • Support the development and maintenance of training materials, job aids, and reference documentation. • Provide feedback and suggestions to improve training effectiveness based on advisor and staff experiences. • Help reinforce best practices and consistent workflows across teams. • Partner with Client Success POD CEMs and Operations teams to identify recurring issues and opportunities for improvement. • Analyze operational data and reports to identify trends, risks, and efficiency opportunities. • Contribute insights and recommendations that support process improvements, documentation, and communication enhancements. • Work closely with Operations, Service, Technology, and other internal teams to support seamless service delivery. • Assist with communicating operational updates, including fee changes, policy updates, FINRA guidance, and system enhancements. • Provide data and operational insights to support decision-making within the IAS Advisor Success Management team.