• Provision and configure new advisor accounts and teams in internal systems. • Manage advisor transitions, including moves between account managers or teams. • Execute user migrations and update internal systems to reflect accurate billing, contracts, and account information. • Perform data updates, migrations, and account reconciliations to ensure accurate records. • Collaborate with Account Management to prioritize and track requests, ensuring timely completion. • Identify and escalate process issues or bottlenecks that impact client experience. • Maintain documentation of workflows, processes, and best practices.