Job Title: Senior Associate - Private Client Services
Job Location: Seattle, WA
Job Salary: $60k - $100k+ DOE
Requirements: 2-4+ Years of Experience with a Wealth Management, Registered Investment Advisory (RIA), or Investment Banking firm (Series 65 Highly Preferred for Senior role)
We are a "Registered Investment Advisors" (RIAs) founded in 2007 and based in Los Angeles with 80+ employees and over $6 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
- 2-4+ 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
So, if you are a Client Service Associate or Senior Associate in Seattle with experience, please apply today!
Benefits- Competitive compensation structure ($60-100k base DOE)
401(k) Plan with Employer matching
Employer health savings account
Medical & vision insurance
Continuing education support
Applicants must be authorized to work in the U.S.
Colin Murphy 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.