Client Services Specialist - Philadelphia, United States - Global Recruiters Network Inc

Description

Our client, one of America's fastest growing private companies, is seeking a Client Services/Operations Specialist in Philadelphia for their RIA firm .Job ResponsibilitiesOnboarding Paperwork and service-related responsibilitiesInput and maintain CRM systemExecute advisors requests including money movement, trades, etc.

Assist with business operations including technology, data integrity, and licensing/contractingHandle updates on pending items making sure standard processing times are being metCommunicate with the advisory staff, team members, and custodians/carriers...

missing information, resolve NIGOs, accounts and services requests updatesRequired Skills:
Excellent verbal and written communication skills with strong attention to detailStrong time management and organizational skillsProficiency in core Microsoft Office SystemsManage own workflow and priorities, with ability to take on unexpected requests from clients, Advisors, etc

Education & Experience:
Degree in business, finance, or similar OR three years of equivalent experience in the financial services industryInsurance (Life & Annuity) experience preferred but not requiredInvestment experience preferred but not required#J-18808-Ljbffr