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Client Services Associate | Client Services Associate in Job Job at Pear Core Solutions in Jericho1

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Client Services Associate

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Location:
Jericho, NY
Description:

A Client Service Associate role is now available for our Financial Services client. A prestigious position to work with wealth management professionals that care about their clients, and their people. Responsibilities: Provide new client onboarding and associated paper work processing providing accurate document preparation and diligent processing of client forms and applications.Facilitate account opening and maintenance for existing financial planning clients.Ensure full transfer of assets where applicable Facilitate alternative investments as well as annuities, life insurance and 529 investments.Work directly with account custodians and investment platform providers as necessary. Partner with Advisory Team and Client Service Team to fulfill financial investment client needs.Serve as the primary means to the financial advisors to facilitate opening accounts and servicing clients.Must have financial services, wealth management industry experience.Excellent benefits and great team of professionals to work with!Powered by JazzHR
Company:
Pear Core Solutions
Posted:
March 4 on The Resumator
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Client Services Associate is a Jobs Client Services Associate Job at Pear Core Solutions located in Jericho NY. Find other listings like Client Services Associate by searching Oodle for Jobs Client Services Associate Jobs.