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Client Service Representative
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- U.S. Retirement & Benefits Partners (USRBP) is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors.
- We are looking for a Client Service Representative to join our Partner Firm, Kades-Margolis Corporation located in Wayne, Pennsylvania.
- Our Client Service Representative will handle all aspects of the Client Services department supporting all product needs.
- Process distributions, loans, transfer-in/transfer-outs, mutual fund exchanges and follow-up as needed.
- Obtain TPA approvals for all KM Capital Programs and assist in helping the advisors with obtaining TPA approvals for other products outside of KM Capital.
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