Sign up with

Already have an account? Log in here

Need some help?
Talk to us at +91 7670800001

Client Services Associate at PEAR Core Solutions, Inc.

Jericho, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

04 Mar, 26

Salary

0.0

Posted On

04 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Onboarding, Document Preparation, Account Maintenance, Asset Transfer, Alternative Investments, Annuities, Life Insurance, Financial Planning, Client Service, Wealth Management, Financial Advisors, Investment Platforms, Custodians, Team Collaboration, Attention to Detail, Client Needs

Industry

Human Resources Services

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!

Responsibilities

The Client Services Associate will provide new client onboarding and process associated paperwork, ensuring accurate document preparation. They will facilitate account opening and maintenance for existing clients and work directly with custodians and investment platforms.