Financial Services Coordinator

3 weeks ago


Jericho, New York, United States PEAR Core Solutions Full time
Client Service Associate Role

A prestigious position is available for our Financial Services client, working with wealth management professionals who care about their clients and their people.

Key Responsibilities:
  • Provide new client onboarding and associated paperwork processing, ensuring accurate document preparation and diligent processing of client forms and applications.
  • Facilitate account opening and maintenance for existing financial planning clients, ensuring seamless transfer of assets where applicable.
  • Work directly with account custodians and investment platform providers as necessary, facilitating alternative investments, annuities, life insurance, and 529 investments.
  • Partner with the Advisory Team and Client Service Team to fulfill financial investment client needs, serving as the primary point of contact for financial advisors.
  • Must have financial services and wealth management industry experience, with excellent benefits and a great team of professionals to work with.


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