CyberCoders
Location
Camp Hill, PA | United States
Job description
We are an established and expanding wealth management firm in Pennsylvania looking for a Senior Associate and or Private Client Services, to be a part of driving the success of our clients nationwide and helping advisory teams in all aspects of wealth management.
- Cultivating and enhance new and existing relationships with active communication with clients, processing client requests, and resolving inquiries.
- Preparing for client meetings by collecting financial information, completing various financial analysis, and creating presentation materials for meetings.
- Coordinating the deployment of investments for client allocations and portfolio rebalances to include executing and reconciling trades as directed by Senior Wealth Managers.
- Maintaining and tracking prospect and client engagement in the relationship management system.
- Be the SME for all client service-related processes and systems and promote best practices for junior team members.
- Series 63, Series 7, Series 65 are not required but a huge plus.
- Previous experience at an RIA or bank.
- Previous Customer Service Experience
Salary Range $55K-$70K (DOE) + Bonus
- Generous PTO
- Benefits
- 401K
- Medical, Dental, Vision
- Paid Parental Leave and much more!
So, if you are a Client Service Associate with experience, please apply today!
Benefits Colorado employees will receive paid sick leave. For additional information about available benefits, please contact undefined undefined
Applicants must be authorized to work in the U.S.
Job tags
Salary
$50k - $70k
