CyberCoders
Location
Boulder, CO | United States
Job description
If you are an Associate / Senior PCS Associate with Wealth Management experience, please read on!
An established & Rapidly growing Wealth Management firm is seeking to add a Senior Private Client Services Associate to the team. You will be working in fast paced environment to deliver investment and wealth strategies to clients. We offer a strong team oriented environment, hybrid remote flexibility, opportunities for professional growth, full benefits and other perks. This position is still actively interviewing with very quick interview processes. If interested, please apply today or email your resume directly to [email protected] As the Senior PCS Associate, responsibilities include but are not limited to:
- Enhance client experience; foster relationships with new and existing clients
- Act as the SME for client service related processes
- Assist wealth advisors to prepare allocations and coordinate investments
- Prepare and process complex investment paperwork
- 2+ years of experience working for a RIA or Wealth Management firm
- Experience serving wealth management clients
- Bachelor's Degree in Finance or related field
- Series 65 or 66
- Must be local to the region and willing to work in a Hybrid Remote setting
- Strong attention to detail
- Ability to own all areas of client engagement
- Competitive Base Salary - Depending on experience ($80k - $90k)
- Hybrid Remote Schedules
- Full Benefits (Medical, Dental, Vision)
- 401k
- Generous PTO
- Paid Holidays
- Growth Opportunities
- Vacation/PTO
- Medical
- Dental
- Vision
- 401k
- Bonus
If you are a PCS Sr Associate, you are encouraged to apply ASAP or you can send your resume to me directly at [email protected]
Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Alex Higgins
Applicants must be authorized to work in the U.S.
Job tags
Salary
$80k - $90k
