What are the responsibilities and job description for the Client Account Specialist position at Harvest Wealth Group?
We are seeking a highly skilled Financial Services Operations Coordinator to join our team at Harvest Wealth Group. As a Financial Services Operations Coordinator, you will play a crucial role in supporting the day-to-day operations of our financial services business.
About the Role:
- Support the management of client accounts, including onboarding new clients, opening new accounts, and processing transfers
- Assist with ensuring compliance with industry regulations, best practices, and internal policies
- Provide administrative support to the financial services team, including data entry, document preparation, and other tasks as needed
About Us:
Harvest Wealth Group is a dynamic financial services company dedicated to providing quality, actionable financial advice to hard-working American families. We believe in creating a massive impact in the lives of our team and clients by delivering excellence in everything we do.
We are committed to building strong relationships with our clients, understanding their needs, and providing tailored solutions to meet their goals. Our team is passionate about making a difference in the financial well-being of our clients and their families.
What We Offer:
- A competitive salary based on experience and licensing
- A comprehensive benefits package, including health insurance, 401(k), incentive pay, and work-from-home options
- The opportunity to work with a dynamic and supportive team in a fast-paced, results-oriented environment
- Ongoing training and development opportunities to help you succeed in your role
