What are the responsibilities and job description for the Client Service Associate position at CyberCoders?
Job Title : Associate OR Senior Associate - Client Services
Job Location : Redmond, WA
Job Salary : $60k - $90k base DOE
Requirements : 0-4 Years of Experience with a Wealth Management, Registered Investment Advisory (RIA), or Investment Banking firm (Series 65 or 66 Highly Preferred for Senior role)
We are a "Registered Investment Advisors" (RIAs) founded in 1989 and based in Redmond , WA with 20 employees and over $1 billion in assets under management.
We work exclusively with High Net Worth and Ultra High Net Worth Individuals and their multi-million and billion-dollar businesses as well as their families.
Due to continuous growth, we are looking to add a Private Client Services Associate and / or Senior Associate to the team!
What You Will Be Doing
Provide operational and administrative support to Client Advisors in their daily business practices
Act as a key point of contact for client issues and concerns
Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with custodians and complying with regulatory requirements
Execute money transfers, help facilitate trades and perform ad hoc client requests
Work cross-functionally with investment, accounting and operational departments to ensure clients needs are being met
Generate and substantiate reports for meetings
Gather, input, and maintain key client information in the CRM (Salesforce)
Build client relationships while delivering white-glove customer service
Organize, track and lead team projects; seeing them through to a successful completion
What You Need for this Position
- 0-4 Years of Experience with a Wealth Management, Registered Investment Advisory (RIA), or Investment Banking firm
- Series 65 Highly Preferred for Senior role
- Bachelors in Finance or related field required
- Experience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and / or Google Workspace (Gmail, Drive, Docs, Sheets, Slides), Salesforce experience a plus
What's In It for You
- Competitive compensation structure ($60-90k base DOE)
- 401(k) Plan with Employer matching
- Employer health savings account
- Medical & vision insurance
- Continuing education support
Benefits
Benefits above - inquire for more info
Applicants must be authorized to work in the U.S.
Salary : $60,000 - $90,000
