Operations / Client Service Specialist Job at Global Recruiters of Mid-Cities (GRN), Fort Washington, PA

N1NrSzlmK2p3QThZbGx6azVpUHZRcHZl
  • Global Recruiters of Mid-Cities (GRN)
  • Fort Washington, PA

Job Description

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

Job Tags

Work at office,

Similar Jobs

Cypress HCM

UX Researcher (Health Products) Job at Cypress HCM

 ...end: to align on study goals with various stakeholders, execute remote and/or in-person studies, and analyze data to write and present...  ...for cutting-edge smartphone and wearable Software as a Medical Device (SaMD) solutions, like the Health Monitor ECG app, currently... 

Barracuda Staffing & Consulting

Structural Welders - All Shifts Job at Barracuda Staffing & Consulting

 ...We are currently looking to fill several Structural Welder and Fitter Welder positions with a company in Claremore, OK. If you are an experience structural welder or fitter welder looking for a long term opportunity, look no further! Our client is seeking skilled welders... 

SciPro

Senior Data Architect Job at SciPro

 ...organizations structure and activate their data. With deep integration across the worlds...  ...is based in Boston (hybrid: primarily remote, but must be available for onsite client...  ...0 coding ability) for data architecture, engineering, or scientific applications Strong expertise... 

Crossroads Hospice & Palliative Care

STNA (CNA) - Hospice Nursing Aide Job at Crossroads Hospice & Palliative Care

 ...journey, honoring the dignity and respect every individual deserves in their final moments, then we want to hear from you. STNA (CNA)Qualifications: ~ Must have completed an Ohio State Department of Health Competency Test from an accredited program with a minimum... 

Hanover Inn at Dartmouth College

On Call/ Seasonal Banquet Server Job at Hanover Inn at Dartmouth College

 ...Frost, and Dr. Seuss. Overview: POSITION PURPOSE: Set up of Banquet Room and serve food and/or beverages in a friendly, courteous...  ...Captain to include linen, serviceware and glassware. Attend roll call meetings before events to learn function particulars, including...