Wealth Advisory: Business & Quality Analyst
Job in
Oaks, Montgomery County, Pennsylvania, 19456, USA
Listed on 2026-11-02
Listing for:
EROS Technologies Inc.
Full Time
position Listed on 2026-11-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Regulatory Compliance Specialist, Financial Analyst -
Business
Financial Advisor / Consultant, Regulatory Compliance Specialist, Financial Analyst
Job Description & How to Apply Below
A technology solutions provider located in Oaks, Pennsylvania is seeking a SWP Business and Quality Analyst. This role emphasizes active participation in wealth advisory services, building relationships, and gathering client requirements. The ideal candidate will complete complex assignments independently and collaboratively while driving quality assurance efforts. The position involves interaction with clients to ensure deliverables meet expectations, recommending process improvements, and documenting key decisions.
Candidates who meet these criteria are encouraged to apply.
We would love to welcome a new Wealth Advisory:
Business & Quality Analyst to our team in Oaks, PA, United States. We aim to respond to suitable candidates as soon as possible. Full responsibilities and requirements are described in the listing above. Learn more about the Wealth Advisory:
Business & Quality Analyst role in the description above.
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