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Client Service Associate - Hybrid


CyberCoders


Location

Boulder, CO | 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 and Senior Client Service Associate to join our growing team!

Top Reasons to Work with Us

- Hybrid Flexibility (3 days in office per week)
- Growth Opportunity
- Financial support for continued education
- Mentorship opportunities for career growth

What You Will Be Doing

- 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

What You Need for this Position

- 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

What's In It for You

- Salary: $60k - $95k
- Medical, Dental, Vision
- 401(k) discretionary profit sharing company match.

Benefits

- Medical
- Dental
- Vision
- 401k

So, if you are a Client Services Associate with experience, please apply today or email me directly at [email protected]

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Jamar Sloley

Benefits null
Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Jamar Sloley

Applicants must be authorized to work in the U.S.

Preferred Skills

Finance

SalesForce

Wealth Management


Job tags

Full timeInternship3 days per week


Salary

$60k - $95k

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