Location: all cities,CO, USA
Growing RIA firm needs Client Service Associate. 100% in office!
CSA confirms with clients account updates, deposits and withdrawals.
· Designs, builds and maintains checklists and internal process guides. Trains existing and new staff on processes, workflows and client service standards.
· Responsible for completing processes and workflows based on service standards. Manages, tracks and reports all service requests, projects and updates to Financial Advisors.
· Experience with at least one of these custodians (Schwab, Fidelity, Pershing & Raymond James)
Financial Services background required and Degree helpful required. Must have financial experience.
100% in office with Bonus and Benefits. 5-10% bonus.