We are an award-winning midsize wealth management firm. We've spent over 15 years providing investment and wealth management services to our clients. We're seeking a Client Service Associate to join our growing team!

What You Will Be Doing

- Manage onboarding of new clients and investments by collecting and processing documentation
- Collaborate with advisors and analysts to for client related tasks and requests
- Responsible for all money transfer requests and movements
- Liaise and interact with advisors and custodians
- Interfaces with money managers regarding investment activity and administration for KYC and AML requests
- Monitor investment activity reports.
- Client verification
- Liase between tax associates during tax season

What You Need for this Position

- Bachelor's Degree in Finance, Economics, Business Administration or similar field
- 1+ year of experience in a client service role within the financial services industry, an RIA firm, banking or relevant internship
- Experience with Microsoft Excel and Salesforce or similar
- DocuSign and Adobe Acrobat PDF Writer (major plus).
- Series 65, 66 or above required

What's In It for You

- Salary: $50k-$85k base + 10% bonus
- 100% medical premium coverage for full time employees, their spouse and dependents. Dental, Vision.

So, if you are a Client Services Associate with experience, please apply today or email me directly at jamar.sloley@cybercoders.com

 

Applicants must be authorized to work in the U.S.

Benefits

100% medical premium coverage for full time employees, their spouse and dependents.

Dental, Vision