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MARS Solutions Group
Milwaukee, WI | Full Time
$56k-76k (estimate)
6 Months Ago
Investment Client Onboarding Associate.
$56k-76k (estimate)
Full Time | IT Outsourcing & Consulting 6 Months Ago
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MARS Solutions Group is Hiring an Investment Client Onboarding Associate. Near Milwaukee, WI

The Investment Client Onboarding Associate will be part of a team responsible for generating investment account opening paperwork, advisory proposals, and funding requests for NM financial advisors. This is a perfect opportunity for those seeking investment and financial services experience.
Responsibilities:
* Create proposals and account opening paperwork using information provided by Field Representative.
* Enter transfer requests and ACH/cash management instructions
* Monitor status of in-progress work
* Create/update materials for field status calls
This role requires 2 plus years of experience and/or a combination of education and experience.

Job Summary

JOB TYPE

Full Time

INDUSTRY

IT Outsourcing & Consulting

SALARY

$56k-76k (estimate)

POST DATE

11/02/2023

EXPIRATION DATE

06/20/2024

WEBSITE

marssg.com

HEADQUARTERS

WAUKESHA, WI

SIZE

<25

FOUNDED

2006

CEO

RASHI KHOSLA

REVENUE

$5M - $10M

INDUSTRY

IT Outsourcing & Consulting

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About MARS Solutions Group

Partnering with us makes a BIG difference to your bottom line. MARS Solutions Group (MARS SG) is an industry leader in serving organizations that require both the 1. best IT talents, and the 2. best Data management solutions to help them build a more connected AND more profitable business. Over the past 14 years, MARS SG has emerged as a Tier 1 provider serving Fortune 50/500/1000 companies, best-in-category mid-sized firms, and government agencies by placing the right talents that match the organizations culture. MARS Solutions Group has three pillars: 1. Talent (staffing): We can help you fi...nd the right blend of technical skills and personality fit that harmonizes with your organizational culture, management style, and team dynamics. 2. Employee Engagement (Ovation): Through years of collaboration and innovation, we have developed a way for employers to keep their talented technical employees engaged through a seamless recognition and rewards program. 3. Equity & Inclusion (Returnship): We grow talent and invest in our resources to provide the best for our partners. More
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