CyberCoders
Location
Camp Hill, PA | United States
Job description
We are an established and expanding wealth management firm looking for a Client Service Associate or Back office Service Associate, 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.
- Previous Client Service Associate Experience or similar
- Previous Customer Service Experience
- Salary Range $60K-$90K (DOE) + Bonus
- Generous PTO
- Benefits
- 401K
- Education/License Support
So, if you are a Client Service Associate with experience, please apply today!
BenefitsColorado employees will receive paid sick leave. For additional information about available benefits, please contact Alex Acevedo
Applicants must be authorized to work in the U.S.
Job tags
Salary
$60k - $90k