Licensed Client Services Pro — Paperwork & Transactions
Job Description & How to Apply Below
Gateway Associates is seeking a Client Services Administrator to join the client service team. The role prepares applications and paperwork to implement advisor recommendations, tracks underwriting, and coordinates money movement and account services across brokerage, insurance, mutual funds, and annuities.
You will become the team expert on paperwork and transactions, maintain procedures, and help resolve processing issues with the home office.
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