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Urgent! Client Services Associate Job Opening In Jericho – Now Hiring PEAR Core Solutions, Inc.

Client Services Associate



Job 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!   Powered by JazzHR

  • Required Skill Profession

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