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

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    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 Responsibilities

    • Onboarding Paperwork and service-related responsibilities
    • Input and maintain CRM system
    • Execute advisors requests including money movement, trades, etc.
    • Assist with business operations including technology, data integrity, and licensing/contracting
    • Handle updates on pending items making sure standard processing times are being met
    • Communicate with the advisory staff, team members, and custodians/carriers...missing information, resolve NIGOs, accounts and services requests updates

    Required Skills:

    • Excellent verbal and written communication skills with strong attention to detail
    • Strong time management and organizational skills
    • Proficiency in core Microsoft Office Systems
    • Manage 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 industry
    • Insurance (Life & Annuity) experience preferred but not required
    • Investment experience preferred but not required


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