RECRUITING
Registered Senior Client Services Associate
Support – Full Time
The Gregory-Simmons Group located in Seattle, Washington, is actively seeking a Registered Senior Client Service Associate to join an independent and seasoned Financial Advisory Group.
As a Senior Registered Client Associate, become a trusted resource to our clients, advisors and team members. Demonstrate a client-first approach to enhance the overall client experience. Use your administrative and operational skills to research and resolve problems, onboard new accounts and maintain proper record keeping.. 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.
Client Service Associate
Support – Full Time
Use your administrative and operational experience to assist our client in managing and growing their business. As a Client Service Associate (CSA) assisting prospective and existing clients with their account needs, you will make a positive impact every day.
Located in Plymouth, Minnesota, a suburb of the vibrant Twin Cities area, our client is an established and growing financial services firm looking for a Client Service Associate to join their team.
The CSA will provide administrative and operational client service support to the firm’s Managing Principal. The CSA will play an integral role in assisting with business development ensuring: prospective and existing client meeting preparation is complete; action item and follow-up reminders are timely and thoroughly addressed; proper prioritization has been defined; collaboration of business strategy to include marketing, new business lines and process improvements. The CSA is responsible for providing an unforgettable first impression to prospective clients and serves as a positive and efficient client service resource ongoing.
Data Analyst & System Integration Assistant
Support – Full Time
Myriad Advisor Solutions is actively recruiting for a Data Analyst & System Integration Assistant. This fast paced, interactive position will support our clients by determining their systemic needs, making recommendations for enhancements and implementing new software solutions to include instructing end users. Additionally, this position will make recommendations and implement methods to obtain and analyze data that will improve quality and efficiencies of internal and client data systems. The Data Analyst & System Integration Assistant will be responsible for providing timely, precise, appropriate, and thorough support and excellent customer service.
Technical Support Specialist - Level 1
Support – Full Time
Myriad Advisor Solutions, located in Clive, Iowa, is growing our Technical Support 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.
Learn More
Myriad Advisor Solutions is a consulting firm and one-stop shop for independent financial advisors. We are based in Waukee, Iowa (a suburb of Des Moines).
Waukee, IA 50263 USA
515-850-1212 Main
515-850-1221 Help Desk
515-318-6058 Fax
Email: info@myriadas.com