Client Services Associate
PEAR Core Solutions, Inc.•Jericho, NY
19d
About The Position
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.
Requirements
- Must have financial services, wealth management industry experience.
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.
Benefits
- Excellent benefits
- great team of professionals to work with!
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1-10 employees
