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 or Senior Client Service Associate to join our growing team!
Top Reasons to Work with Us
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 - $100k
Medical, Dental, Vision
401(k) discretionary profit sharing company match.
So, if you are a Client Services Associate with experience, please apply today or email me directly at jamar.sloley@cybercoders.com
Email Your Resume In Word To
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:
jamar.sloley@cybercoders.com
Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : JS37-1787130 -- in the email subject line for your application to be considered.***
Jamar Sloley - Executive Recruiter
Applicants must be authorized to work in the U.S.
CyberCoders 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 law. 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.
CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.
Seniority level
Entry level
Employment type
Full-time
Job function
Finance
Industries
Accounting
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