What are the responsibilities and job description for the Financial Services Operations Coordinator position at Harvest Wealth Group?
We are seeking a highly skilled Client Account Specialist to join our team at Harvest Wealth Group. As a Client Account Specialist, you will play a crucial role in managing client accounts, ensuring compliance with regulatory standards, and delivering exceptional customer service.
About the Role:
- Manage client accounts, including onboarding new clients, opening new accounts, and processing transfers
- Ensure compliance with industry regulations, best practices, and internal policies
- Provide exceptional customer service, addressing client inquiries and concerns in a timely and professional manner
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
