Operations / Client Service Specialist

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 .

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