Global Recruiters of Mid-Cities (GRN)
Operations / Client Service Specialist
Global Recruiters of Mid-Cities (GRN), Fort Washington, Pennsylvania, United States, 19034
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 .
If you want to know about the requirements for this role, read on for all the relevant information.
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
fully
on-site role .
If you want to know about the requirements for this role, read on for all the relevant information.
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