RECRUITING


 

Client Service Associate

Doylestown, PA

Financial Services – Full Time

Invictus Wealth Management, located in Doylestown, Pennsylvania, is searching for a Client Service Associate to join their growing wealth management practice.


The Client Service Associate (CSA) position plays a critical role in the overall success of the practice by developing a deeper, more meaningful connection with our clients. The administrative team is responsible for enhancing the client experience, as the CSA is the first point of contact when clients call or visit the office. As a CSA, you will focus on providing high-quality service to all clients, while also assisting with administrative and operational support. Ideal candidates have excellent time management and problem-solving skills, demonstrate care and warmth when communicating with clients, operate with great attention to detail, take pride in their work, and have a desire to learn and grow.


If you are searching for a position with endless growth opportunities, with a company that is ready to invest in you, this position may be the opportunity you are looking for!


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Data Analyst & System Integration Assistant

Clive, IA

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.


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Branch Administrator

Jackson, MI

Financial Services – Full Time

Meridian Wealth Management of Michigan is actively searching for a Branch Administrator to join their team located in Jackson, Michigan. As a critical team member, the Branch Administrator is the director of first impressions and ensuring office and administrative efficiencies. This position will focus on overseeing the firm’s general office and client operations, maintaining branch compliance, and ensuring the branch runs smoothly. Ideal candidates possess high attention to detail, strong communication skills, initiative, a willingness to learn, and the ability to work 30 hours per week.


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Client Service Associate

Melville, NY

Financial Services – Full Time

Our client, a Senior Financial Advisor with over 28 years in the industry, is looking for a full-time Client Service Associate (CSA) to join his hard-working yet laid back team. With daily interaction and direct support to the Financial Advisor, it is critical that the CSA is reliable, self-sufficient, and understands the impact of thorough client follow up and communication. The Client Services Associate is responsible for providing an unforgettable first impression to perspective clients and serves as a positive and efficient client service resource ongoing. Our client considers his clients to be “like family” to him and is looking for someone who can mirror his unmatched loyalty and dedication.


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Microsoft O365 and E-mail Administrator

Clive, IA

Support – Full Time

Myriad Advisor Solutions, located in Clive, Iowa is in search of a Microsoft O365 and Email Administrator to join our growing team! As an integral part of our team, the O365 and Email Administrator will collaborate closely with internal project managers, project stakeholders, and directly with our clients to build and maintain robust, secure O365 and email implementations. The ideal candidate will have a strong background in Microsoft Exchange, Microsoft O365 and Microsoft Azure Active Directory administration.


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Server Technician

Clive, IA

IT – Full Time

Myriad Advisor Solutions, located in Clive, Iowa, is seeking an experienced Server Technician with an emphasis in computer server experience to join our established and growing Tech team. If you are dedicated to providing advanced support on escalated issues, motivated by researching and resolving client technical issues and find satisfaction in utilizing and advancing your skills through interactive daily interaction, we want to hear from you!


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Registered Client Associate/Paraplanner

Reston, VA

Financial Services – Full Time

Our client is seeking career-driven candidates to join their firm and play a key role in their financial advisory practice. The Registered Client Associate/Paraplanner position is critical for providing both internal and external support for the clients, advisors, and managers. This position will help candidates build a suitable foundation in the financial services industry as the position is expected to evolve into a Relationship Manager and eventually a Financial Advisory role or other leadership position. If you are passionate about assisting clients, developing lasting relationships, embracing challenges, providing outstanding customer service, and starting a meaningful career, we strongly encourage you to apply.


The Registered Client Associate/Paraplanner will mainly assist the firm advisors with workflow management while delivering a superior experience for the clients. This role will provide client relationship support by managing, gathering, and analyzing data, helping prepare strategic recommendations, prepping advisors for client review meetings, and resolving other issues and tasks as necessary.


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Technical Support Specialist - Level 1

Clive, IA

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.

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Technical Support Specialist - Tier 2

Clive, IA

Support – Full Time

Myriad Advisor Solutions, located in Clive, Iowa, is seeking an experienced Technical Support Specialist to join our established and growing Tech team. If you are dedicated to providing advanced support on escalated issues, motivated by researching and resolving client technical issues and find satisfaction in utilizing and advancing your skills through interactive daily interaction, we want to hear from you!

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