Client Service Associate

San Diego, CA Hybrid

Full-time $50,000.00 - $85,000.00

Posted 02/21/2024

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!

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, banking or relevant internship
- Experience with Microsoft Excel and Salesforce or similar
- DocuSign and Adobe Acrobat PDF Writer (major plus).
- Series 65, 66 or above required

What's In It for You

- Salary: $50k-$85k base + 10% bonus
- 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 jamar.sloley@cybercoders.com

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

Benefits

100% medical premium coverage for full time employees, their spouse and dependents.

Dental, Vision

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

Additional ways to apply

Preferred Skills

Jamar Sloley is recruiting for this position and the positions below.
Email me to apply for this position

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Job ID: JS37-1788534

Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 02/21/2024 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders, Inc is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.