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New Business Support Specialist - Elite Client Service

  • ... Posted on: Mar 29, 2026
  • ... Vista Wealth Solutions
  • ... Upton, Kentucky
  • ... Salary: Not Available
  • ... Full-time

New Business Support Specialist - Elite Client Service   

Job Title :

New Business Support Specialist - Elite Client Service

Job Type :

Full-time

Job Location :

Upton Kentucky United States

Remote :

No

Jobcon Logo Job Description :

A financial services firm is seeking a New Business Support Specialist in Pennsylvania. In this role, you will manage new business processing for Financial Professionals while providing elite service to clients. Responsibilities include data entry for investments, preparing application bundles, and acting as a liaison between advisors and the Home Office. Ideal candidates will be self-starters with strong interpersonal skills and knowledge of financial products. Health benefits and 401(k) with matching are included. #J-18808-Ljbffr

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Jobcon Logo Position Details

Posted:

Mar 29, 2026

Reference Number:

14660_F6CA4995EDE77AC42D7190EFE68776BF

Employment:

Full-time

Salary:

Not Available

City:

Upton

Job Origin:

APPCAST_CPC

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A financial services firm is seeking a New Business Support Specialist in Pennsylvania. In this role, you will manage new business processing for Financial Professionals while providing elite service to clients. Responsibilities include data entry for investments, preparing application bundles, and acting as a liaison between advisors and the Home Office. Ideal candidates will be self-starters with strong interpersonal skills and knowledge of financial products. Health benefits and 401(k) with matching are included. #J-18808-Ljbffr

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