Client Service Specialist - Thriving Asset Management

Client Service Specialist (licensed – Non -Sale) reports to and works with the CEO of Thriving Asset Management

• Ongoing client servicing and relationship support


• Handling account maintenance, transfers, paperwork


• Responding to client inquiries


• Supporting the lead advisor


• Serves as a primary point of contact for client service needs


• Process account opening, transfers and maintenance


• Handle client inquiries requiring Series /63 licensing


• Supports advisor with client follow-up and documentation

This role is NOT

• A sales position


• A business development role


• An advisor-track position

Requirements

• Active Series 7 and 63 licenses


• 2+ years in a client service or operations role


• Strong attention to de...