Client Service Specialist - Thriving Asset Management
About The Position
Client Service Specialist (licensed – Non -Sale) reports to and works with the CEO of Thriving Asset Management Ongoing client servicing and relationship support Handling account maintenance, transfers, paperwork Responding to client inquiries Supporting the lead advisor Serves as a primary point of contact for client service needs Process account opening, transfers and maintenance Handle client inquiries requiring Series /63 licensing Supports advisor with client follow-up and documentation This role is NOT A sales position A business development role An advisor-track position
Requirements
- Active Series 7 and 63 licenses
- 2+ years in a client service or operations role
- Strong attention to detail and client communication skills
Responsibilities
- Ongoing client servicing and relationship support
- Handling account maintenance, transfers, paperwork
- Responding to client inquiries
- Supporting the lead advisor
- Serves as a primary point of contact for client service needs
- Process account opening, transfers and maintenance
- Handle client inquiries requiring Series /63 licensing
- Supports advisor with client follow-up and documentation
Benefits
- Competitive salary (no commission-based pressure)
- Stable, long-term career path in client service
- Collaborative team environment
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
101-250 employees
