Upvote
Downvote
Client Operations Administrator
Share Job
- Suggest Revision
$48,000 - $65,000 a year
Full-time
- This great communicator, influencer and enthusiastic person supports the vision, positive culture and team spirit.
- Series 65 or FPQP certification is a plus
- Knowledge of Broker Dealer and Investment Advisory Regulations is a plus
- Provides administrative support to the Operations Department with new business applications (including but not limited to investment applications, brokerage applications, annuity/insurance applications, and transfer of assets for account funding/policy issue
- Responds to Client Service Request (Including address changes, beneficiary changes, account access, death claims, account information requests, tax document requests)
Active Job
Updated TodaySimilar Job
Relevance
Active