New Business Operations Specialist - St. Louis, Missouri, United States
6 days ago
Rockstar is recruiting on behalf of a leading financial services firm dedicated to providing exceptional support to advisors and clients.
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- Client Service Experience: Previous experience in client service
Responsibilities:
- Client Interaction: Maintain a high level of customer service
- Collaborate with Advisors: Work closely with advisors to manage incoming assets
- Manage New Account Workflows: Oversee new account processes ensuring all steps in the onboarding and asset transfer workflows are completed.
Job description
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