Founded in 1997, we're a independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer for nearly a quarter of a century. Today, we manage or advise on approximately $8.0 billion* and for about 121 families* located nationally.
What You Will Be Doing
- Onboarding of new High Net Worth clientele
- Working directly with the Wealth Advisors in preparation of allocations and investments
- Active communication with clients - processing inquiries
- Preparing and processing investment paperwork
- Client Services
- Investment
- Series 65
- Series 66
- Wealth Management
- Banking
- High Net Worth
- RIA
- Advisor
- Competitive Salary Depending on Experience: $60k - $90k+
- Vacation/PTO
- Medical
- Dental
- Vision
- 401k
- Bonus
- Vacation/PTO
- Medical
- Dental
- Vision
- 401k
- Bonus
So, if you are a Client Services Associate with experience, please apply today or email your resume directly to jon.quickel@cybercoders.com
BenefitsApplicants must be authorized to work in the U.S.
Jon Quickel is recruiting for this position and the positions below.
Email me to apply for this position
Employees will receive paid leave to the extent required by state or local law
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 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.
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.