Client Services Associate - Parsippany, NJ

Only for registered members Parsippany, NJ, United States

1 month ago

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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.

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