CyberCoders

Founded in 1997, we're a independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer for nearly a quarter of a century.. Today, we manage or advise on approximately $8.0 billion

client service associate

Founded in 1997, we're a independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer for nearly a quarter of a century. Today, we manage or advise on approximately $8.0 billion* and for about 121 families* located nationally.What You Will Be Doing- Onboarding of new High Net Worth clientele- Working directly with the Wealth Advisors in preparation of allocations and investments- Active communication with clients - processing inquiries- Preparing and processing investment paperworkWhat You Need for this Position- Client Services- Investment- Series 65- Series 66- Wealth Management- Banking- High Net Worth- RIA- AdvisorWhat's In It for You- Competitive Salary Depending on Experience: $60k - $90k+- Vacation/PTO- Medical- Dental- Vision- 401k- BonusBenefits- Vacation/PTO- Medical- Dental- Vision- 401k- BonusBenefits Applicants must be authorized to work in the U.S.

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