Client Service Specialist - Thriving Asset Management

Job description

Client Service Specialist (licensed – Non -Sale) reports to and works with the CEO 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 - 2+ years in a client service or operations role - Strong attention to detail and client communication skills Benefits: - Competitive salary (no commission-based pressure) - Stable, long-term career path in client service - Collaborative team environment