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
Insurance (Life/Annuity) experience preferred, but not required
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