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Client Service Specialist - Thriving Asset Management

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Job Description - Client Service Specialist - Thriving Asset Management

Description

Client Service Specialist (licensed – Non -Sale) reports to and works with the CEO of Thriving Asset Management

 

  • Ongoing client servicing and relationship support
  • Handling account maintenance, transfers, paperwork
  • Responding to client inquiries
  • Supporting the lead advisor
  • Serves as a primary point of contact for client service needs
  • Process account opening, transfers and maintenance
  • Handle client inquiries requiring Series /63 licensing
  • Supports advisor with client follow-up and documentation

 

This role is NOT

  • A sales position
  • A business development role
  • An advisor-track position


Requirements
  • Active Series 7 and 63 licenses
  • 2+ years in a client service or operations role
  • Strong attention to detail and client communication skills


Benefits
  • Competitive salary (no commission-based pressure)
  • Stable, long-term career path in client service
  • Collaborative team environment
Original job Client Service Specialist - Thriving Asset Management posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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