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!
Top Skills
What We Do
Since founding PEAR in 2003, our vision to support the multi-faceted goals of our clients, with the highest level of confidence, competence and results, led us to create a niche human capital management and business consulting company.
Our core competencies include:
HR Management & Support
COVID-19 Resources & Support
Performance Coaching & Development for Leaders & Individuals
Sexual Harassment Training & Independent Workplace Investigations
Behavioral Assessments
Strategic Planning
Talent Acquisition & Retention Strategies
Morale & Culture Barometer
We enjoy working with clients large and small, across industries. And, the best of all, our entire client base has been built on referrals.
