1 licensing coordinator jobs found in Brooklyn

Location: 4910 Tiedeman Road, Brooklyn Ohio Objectives: Provide administrative support to qualifying new Private Client Advisor’s (“PCA’s) in their client onboarding efforts Provide operational training & support to new PCA’s as they transition to KIS Provide administrative & operational support to PCA’s as they transition their practice to managed account strategies Centralized book of business management & oversight – transition accounts to appropriate PCA (Pershing/ annuity carriers) Essential Job Functions: New Hire Book of Business Transition/Onboarding Support New PCA Training & Support BOB Conversion Support BOB management Book of Business Transition Team Provide IA support to new PCA in client onboarding efforts Open accounts Prepare & submit ACAT transfers Paperwork completion with the client Client communication Remove all administrative tasks from the PCA to allow focus on client onboarding Support newly...