We are an established and expanding wealth management firm in Pennsylvania looking for a Senior Associate and or Private Client Services, 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.
- Be the SME for all client service-related processes and systems and promote best practices for junior team members.
- Series 63, Series 7, Series 65 are not required but a huge plus.
- Previous experience at an RIA or bank.
- Previous Customer Service Experience
-Bachelors degree.
-Minimum of 3 years serving wealth management clients or other relevant industry experience.
Salary Range $55K-$70K (DOE) + Bonus
- Generous PTO
- Benefits
- 401K
- Medical, Dental, Vision
- Paid Parental Leave and much more!
So, if you are a Client Service Associate with experience, please apply today!
BenefitsApplicants must be authorized to work in the U.S.
Alex Acevedo 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.