PEAR Core Solutions, Inc.
Combining the HR art, skill and passion for helping businesses & their teams align on belief, mindset & behavior.
2 - 10
Client Services Associate
September 7
🏢 In-office - Manhattan
PEAR Core Solutions, Inc.
Combining the HR art, skill and passion for helping businesses & their teams align on belief, mindset & behavior.
2 - 10
Description
• A Client Service Associate role is now available for our Financial Services client. • 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.
Requirements
• Must have financial services, wealth management industry experience.
Benefits
• Excellent benefits • Great team of professionals to work with!
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