, prepare various reports, and daily filing of client information. Onboards new clients while ensuring... with paperwork related to account transfers, beneficiary designations, and other maintenance requests. Processes client transactions...
filing of client information. Onboards new clients while ensuring all required documentation is complete and accurate..., beneficiary designations, and other maintenance requests. Processes client transactions, such as deposits and withdrawals...
Position Summary We are seeking a proactive and detail-oriented Client Service Associate to support one to two... Financial Advisors within our firm. This client-facing role is essential to ensuring a high level of service and operational...