1 Client Service Associate - Hybrid with Fast Growth! Job in Lancaster, PA
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Client Service Associate - Hybrid with Fast Growth!
$55k-71k (estimate)
Full Time
3 Weeks Ago
CyberCoders is Hiring a Client Service Associate - Hybrid with Fast Growth! Near Lancaster, PA
Top Reasons to Work with UsWe 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.
What You Will Be Doing
BenefitsColorado employees will receive paid sick leave. For additional information about available benefits, please contact undefined undefined
Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Alex Acevedo
Email Your Resume In Word ToLooking 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:
Alex.Acevedo@CyberCoders.com
Applicants must be authorized to work in the U.S.
CyberCoders is proud to be an Equal Opportunity EmployerAll 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.
What You Will Be Doing
- 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.
- Generous PTO
- Benefits
- 401K
- Medical, Dental, Vision
- Paid Parental Leave and much more!
BenefitsColorado employees will receive paid sick leave. For additional information about available benefits, please contact undefined undefined
Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Alex Acevedo
Email Your Resume In Word ToLooking 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:
Alex.Acevedo@CyberCoders.com
- Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : AA16-1788844L113 -- in the email subject line for your application to be considered.***
Applicants must be authorized to work in the U.S.
CyberCoders is proud to be an Equal Opportunity EmployerAll 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.
Job Summary
JOB TYPE
Full Time
SALARY
$55k-71k (estimate)
POST DATE
05/22/2024
EXPIRATION DATE
07/11/2024
WEBSITE
cybercoders.com
HEADQUARTERS
BOWIE, MD
SIZE
500 - 1,000
FOUNDED
1999
TYPE
Private
CEO
MIGUEL FLORES
REVENUE
$50M - $200M
Related Companies
About CyberCoders
CyberCoders provides online recruitment and staffing solutions.
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