CyberCoders
Location
Bellevue, WA | United States
Job description
We are a midsize Registered Investment Advisor (RIA). We've spent over 20 years providing investment and wealth management services to our clients. We're seeking a Client Service Associate or Senior Client Service Associate to join our growing team!
- Growth Opportunity
- Financial support for continued education
- Mentorship opportunities for career growth
- 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
- 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 or relevant internship
- Experience with Microsoft Excel and Salesforce or similar
- DocuSign and Adobe Acrobat PDF Writer (major plus).
- Series 65 or 66 preferred
- Salary: $60k - $100k
- Medical, Dental, Vision
- 401(k) discretionary profit sharing company match.
So, if you are a Client Services Associate with experience, please apply today or email me directly at [email protected]
Benefits- Medical, Dental, Vision
Applicants must be authorized to work in the U.S.
Job tags
Salary
$60k - $100k
