Coordinate financial-account onboarding and manage account-opening documentation
Process and track account transfers, including ACATS-related workflows
Handle routine account-servicing requests and pending client paperwork
Prepare and distribute approved client statements and documents
Maintain and update CRM records, logging all client communications accurately
Schedule appointments and proactively support client follow-ups

🎯 Requirements

Strong working proficiency with a financial-services CRM
Prior hands-on experience with financial account-opening and account-servicing platforms
Working experience with ACATS or other account-transfer workflows
Prior experience with insurance and/or employee-benefit administration platforms
Experience with LPL Financial systems is a plus (subject to LPL access and compliance approval)

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