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Client Service Associate
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- Operating without a plan is like sailing without a compass.
- We are currently seeking a detail-oriented and proactive Operations Associate to join our team.
- The ideal candidate will provide essential support in insurance and investment operations, ensuring seamless post-yes operations and efficient management of client onboarding tasks.
- Insurance & Investment Operations: Provide comprehensive insurance and investment operations support
- Service Workflow Management: Manage workflow of all client onboarding tasks, including but not limited to application completion and submission, underwriting, policy delivery as well as new account opening and funding
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