Operations & Client Services Administrator - Manchester

Only for registered members Manchester, United States

3 weeks ago

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Job summary

This role is ideal for a detail-oriented,
process-driven professional who enjoys mastering workflows and providing exceptional client support in a wealth management environment.
  • Become the expert on investment and insurance application processing once client/advisor information is received.
  • Prepare and submit application paperwork across investment custodians (e.g., Schwab, Pershing) and insurance carriers after training.
  • Serve as a key internal resource on “how it's done,” reducing errors (NIGO) and ensuring submissions meet custodial/carrier requirements.

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