Operations / Client Service Specialist ( {{city}})
Our client is a hybrid RIA, and one of the fastest-growing private companies in America. They are seeking an Operations/Client Service Specialist for their office in Ft. Washington, PA.
This is a fully on-site role .
Someone in the financial services or investment/wealth management industry is strongly preferred.
As a Client Services Specialist, you will work directly with insurance/investment companies, our back-office team, and financial planners to impact the lives of the families they serve.
Strong opportunity for upward mobility
Job Responsibilities
- Prepare, submit, execute, & track Onboarding Paperwork and service-related items
- Input and maintain CRM system with financial accounts, current client information, and status updates regarding pending business and service requests
- Execute advisors' requests, including money movement, trades, account changes, etc.
- Assist with business operations, including technology, data integrity, and licensing/contracting
- Navigate carrier and custodian websites for account/policy information & alerts, pending business status, status of transfers, etc.
- Make outbound calls to get updates on pending items to ensure smooth processing and that standard processing times are being met
- Communicate with the advisory staff, team members, and custodians/carriers to gather any missing information, resolve any NIGOs, update on status of accounts and services requests
Insurance (Life/Annuity) experience preferred, but not required
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