Client Service Specialist 5+ years of experience (licensed preferred but not required) Non -Sale and reports to and works with the CEO and Founder 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 (preferred but not required)

+ 5+ years of experience in a client service or operations role in financial services

+ Strong attention to d...