Client Services Associate

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