Client Services Associate - Parsippany, NJ
1 month ago

Job summary
We are seeking an organized and detail-oriented Client Service Associate to support the onboarding and transition of advisor teams and firms.
Responsibilities
- Manage the end-to-end transition process for incoming advisor teams and firms ensuring operational tasks are completed on time.
- Handle day-to-day details of account transfers client data migration paperwork ensuring all processes executed smoothly.
Job description
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