RECRUITING


 

Technical Support Specialist - Level 1

Waukee, IA

Support – Full Time

Myriad Advisor Solutions, now located in our brand-new office in Waukee, Iowa, is seeking a Technical Support Specialist to join our growing team! If you have work experience or possess a strong interest in the Information Technology field; you have or are willing to obtain applicable certificates, as defined; and would describe yourself as someone who is well spoken, tech savvy, personable and enjoys providing outstanding customer service, we encourage you to review our current Technical Support Specialist-Level 1 opening.


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Registered Client Service Associate

Fayetteville, NC

Support – Full Time

Our client, located in Fayetteville, North Carolina, is actively seeking a Registered Client Service Associate to join their experienced team.

The Registered Client Service Associate position is an empowering, customer service orientated role. This position will focus on enhancing the overall experience by providing unparalleled client service while also serving as administrative and operational support to the firm. The ideal candidate is a team player with a cheerful, positive attitude and a desire to learn and improve their knowledge of the financial services industry and the practice. This role is the “window” into the practice as they are the first point of contact for clients and prospects. If you are looking for a company who values serving others and makes a difference in their clients lives each and every day, this is the opportunity for you.


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Client Associate

Tucson, AZ

Support – Full Time

Presidio Group Wealth Management is seeking a full-time Client Associate (CA) to join their growing firm. At their Tucson, Arizona branch office, you will assist Financial Advisors to maximize productivity and to ensure an exceptional service experience with our clients. Your day will be busy from start to finish. From providing an unforgettable first impression to the firm’s perspective clients to assisting clients with their needs in a timely, professional manner, you will make an impact every day. This is an interactive position where every day brings new challenges and opportunities to grow.

The ideal candidate is one that operates with attention to detail, has a desire to help, owns their tasks, and encompasses great organizational skills.


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Client Relationship Liaison

Waukee, IA

Support – Full Time

Myriad Advisor Solutions is looking for a detail orientated individual to join our growing team as a Client Relationship Liaison “Liaison”. As a Subject Matter Expert (SME) of all Myriad programs and service offerings, the Liaison will be responsible for client and internal project management. Highlights of the responsibilities include serving as project lead, providing pro-active and consistent communications, ensuring timely updates are provided to appropriate parties, and administration of on-time project completion.

The Client Relationship Liaison is client centric and a team orientated position. Through active engagement with prospective and current clients, the Liaison will build and directly manage client relationships. Through consistent engagement, the Liaison will drive growth of Myriad’s services, expand business relationships and support additional business partnership opportunities within the existing client base. This role is highly suited for those individuals that provide exceptional communication, display efficient time management, organization, and task prioritization, and thrive in a fast-paced business environment.


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Registered Client Service Associate

Seattle, WA

Support – Full Time

The Gregory-Simmons Group located in Seattle, Washington, is actively seeking a Registered Client Service Associate to join their independent and seasoned Financial Advisory Group.

As a Registered Client Service Associate, you will become a trusted resource to our clients, advisors, and team members, while demonstrating a client-first approach to enhance the overall client experience. This role will allow for you to use your administrative and operational skills to research and resolve problems, onboard new accounts, maintain proper record keeping, and prepare correspondence in a fast-paced, collaborative, and professional environment.

If you possess a welcoming personality and are in search of an empowering career, we want to hear from you! Your active participation and attention to detail will make a significant difference in our ability to serve our clients effectively.


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Digital Marketing Specialist

Waukee, IA

Marketing – Full Time

Myriad Advisor Solutions is looking for a passionate and energetic marketing professional to join our marketing team! The ideal candidate will be motivated to learn new skills and tactics that relate to digital marketing. They must be able to interact with executives, sales people, developers, and creatives. They would bring strong analytical, problem solving and project management abilities as well as be comfortable managing through change and working in a fast-paced environment.

This is a hands-on position responsible for leading the development and execution of email, digital advertising, social media, and search engine marketing programs. The Digital Marketing Specialist will optimize these marketing channels, increase membership in our social media properties, and increase brand awareness and engagement with our markets and customers. Proficiency in graphics, web advertising, social media and web development is a must. Familiarity with a wide range of field practices, concepts, and procedures is preferred.


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Technical Support Associate

Waukee, IA

Support – Full Time

Myriad Advisor Solutions is actively seeking candidates for our Technical Support Associate role! The Technical Support Associate will be positioned in a fast-paced environment that is designed to evolve. By engaging directly with cross functional team members, you are sure to gain knowledge and skills that will aid you in your evolving Technology career. You will provide basic technical support to Myriad’s clients via phone, email, and remote tools.

If you possess a strong interest in the Information Technology field and would describe yourself as someone who is well spoken, tech savvy, personable, and enjoys providing outstanding customer service, we encourage you to review our opening!


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Financial Consultant

Short Hills, NJ

Consultant – Full Time

Rey Financial Group, located in Short Hills, New Jersey, is seeking a Financial Consultant (FC) to join their boutique, financial planning family team. Having worked together for many years, the team is seeking someone to complement their existing practice and bring value to the areas they can grow.

The Financial Consultant role is critical, client facing role, communicating daily with their highly valued clients and their families. This newly created role will consist of a mix of roughly 50% client servicing and 50% advice-driven work. As a FC, you will support the current Financial Advisors, attend meeting reviews with clients, provide summaries and next steps for all priorities, and enhance proactive and reactive client servicing to include: client onboarding and trading for potential liquidity needs.

Ideal candidates are self-starters with high motivation, possess excellent organization, time management and problem-solving skills, demonstrate confidence and care when communicating with clients, and work well with others in a collaborative environment.


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