CyberCoders
Location
Glendale, AZ | United States
Job description
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!
- 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, banking 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: $50k-$75k
- 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 [email protected]
Applicants must be authorized to work in the U.S.
Benefits100% medical premium coverage for full time employees, their spouse and dependents.
Dental, Vision
Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Jamar SloleyApplicants must be authorized to work in the U.S.
Job tags
Salary
$50k - $75k
