2 Jobs in Jericho, NY
PEAR Core Solutions is Hiring a Client Services Associate Near Jericho, NY
A Client Service Associate role is now available for our Financial Services client. A prestigious position to work with wealth management professionals that care about their clients, and their people.
Responsibilities:
Provide new client onboarding and associated paper work processing providing accurate document preparation and diligent processing of client forms and applications.
Facilitate account opening and maintenance for existing financial planning clients.
Ensure full transfer of assets where applicable
Facilitate alternative investments as well as annuities, life insurance and 529 investments.
Work directly with account custodians and investment platform providers as necessary.
Partner with Advisory Team and Client Service Team to fulfill financial investment client needs.
Serve as the primary means to the financial advisors to facilitate opening accounts and servicing clients.
Must have financial services, wealth management industry experience.
Excellent benefits and great team of professionals to work with!
Job Summary
Full Time
$47k-61k (estimate)
03/11/2024
06/02/2024
dsusourcing.com
Woodbury, NY
<25
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The job skills required for Client Services Associate include Client Service, Financial Services, Wealth Management, Life Insurance, Onboarding, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Associate positions, which can be used as a reference in future career path planning. As a Client Services Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Associate. You can explore the career advancement for a Client Services Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Associate job description and responsibilities
A client service associate works as a financial assistant and financial advisor to clients.
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Client associates must also collect and analyze competitor data and client usage so that they create new business opportunities.
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Client services representatives manage client relationships and provide customer support.
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A client services associate prepares orders relating to buying and selling stocks and calculates the associated brokerage fees, transfer taxes and commissions.
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Provided daily financial transaction services for clients while delivering excellent customer care.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Associate jobs
These positions require familiarity with customer services tools and programs.
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Client services associates also should have strong math, time management and critical thinking skills.
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These associates provide administrative and client support to financial advisers.
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Client Services Associate must be excellent communicators capable of leading a team.
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And strong client relations skills are key to building and maintaining long-lasting business relationships.
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Step 3: View the best colleges and universities for Client Services Associate.
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