If you are goal oriented and follow-through is one of your key strengths, we would love to get to know you! We are a wealth management firm with 10 professionals managing roughly $240 million in assets as we help clients make smart decisions with their finances.
The ideal candidate will be diligent, organized, detail oriented, and professional in providing outstanding customer service as part of our Client Services Team.
Regular activities include new account paperwork, transferring accounts, processing account distributions, and communicating with clients and custodians.
This position is Full-Time or Part-Time, generally working within normal business hours 8am 5pm Monday through Friday. This position can be on-site or hybrid.
Our benefits for Full-Time employees include competitive compensation, medical / dental / vision insurance for the employee paid for by the company, 401(k) with profit sharing of generally 10% of annual salary, paid time off, office holidays when the U.
S. stock market is closed, and working with a great team!
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Client Services Coordinator
We are a wealth management firm with 10 professionals managing roughly $240 million in assets as we help clients make smart decisions with their finances. Regular activities include new account paperwork, transferring accounts, processing account distributions, and communicating with clients and cus...
Client Services Coordinator
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We are a wealth management firm with 10 professionals managing roughly $240 million in assets as we help clients make smart decisions with their finances. Regular activities include new account paperwork, transferring accounts, processing account distributions, and communicating with clients and cus...
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