RECRUITING


 

Product Owner

Clive, IA

Business Solutions– Full Time

Myriad Advisor Solutions, located in Clive, Iowa is seeking a full-time Product Owner to join our growing team. As an integral part of our team, the Product Manager will oversee and guide technical software development projects utilizing the scrum/agile methodology. The Product Owner will ensure the business values of the product, as per the client, are not compromised. Success in this fast-paced position requires a commitment to building a strong collaborative environment with our team and clients.


Learn More


 

Client Services Associate

Los Gatos, CA

Financial Services – Part Time

CLIDRO Private Wealth Management Group is actively seeking a part-time Client Service Associate (CSA) to join their hard-working yet laid back team. Given the nature of this work, the administrative support team plays an integral role in the success of the firm, and the work they do for their clients. The Client Services Associate role is responsible for providing a broad range of internal administrative support to other staff members and managers in the provision of service to the clients. CLIDRO hopes to find a new team member who is motivated to help their practice grow and expand. If you have exceptional client service and communication skills, with a good understanding of finance, this may be the opportunity for you!


Learn More


 

Client Services Associate

Plymouth, MN

Financial Services – Part Time

Use your administrative and operational experience to assist our client in managing and growing their business while maintaining a part-time schedule. 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 part-time 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.


Learn More


 

Creative Strategist

Clive, IA

Marketing – Full Time

Myriad Advisor Solutions, located in Clive, Iowa is actively seeking a strategic and passionate Creative Strategist to join the team. The Creative Strategist forms an interactive partnership with the client travelling toward the intersection of dreaming and doing, theory and reality. If you are an individual who can use creative concepts to give life to the underlying business strategy and harness results within the grey area of Marketing, then this position is for you!


Learn More


 

Client Service Associate

Houston, TX

Financial Services – Full Time

Are you in search of a career that is empowering, customer service oriented, and brings you daily gratification? If so, bring your energy and unique perspective to our client’s firm and you'll have the opportunity to grow with them professionally, personally, and financially. You'll be part of a team that genuinely cares about helping you succeed. As a Client Service Associate (CSA), you will be an integral part of the team that makes an impact every day. With daily interaction and direct support to the firm’s Financial Advisor, the CSA’s knowledge and skills are critical to the ongoing growth and success of the firm.


Learn More


 

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.


Learn More


 

Junior Front End Developer

Clive, IA

IT – Full Time

Myriad Advisor Solutions, located in Clive, Iowa is in search of a Junior Front End Developer to join our thriving Marketing team! As an integral team member, the Jr Front End Developer will aid in developing high quality web applications for our clients. Expertise in fundamental front-end web technologies including JavaScript, HTML, and CSS Preprocessors is required. The Jr Front End Developer will work alongside various team members to bridge the gap between graphical design and technical implementation.


Learn More


 

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.


Learn More


 

 

Marketing Associate Intern

Clive, IA

Internship – Part Time

Myriad Advisor Solutions is actively searching for a zealous Marketing Associate Intern to support our Marketing department with primary and administrative duties. The Marketing Associate Intern will: Undertake daily administrative tasks to ensure the functionality and coordination of the department’s activities; Support marketing executives in organizing various projects; Conduct market research and analyze consumer rating reports and questionnaires.


Learn More


 

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.


Learn More


 

Senior Branch Administrative Associate

Seattle, WA

Financial Services – Full Time

The Gregory-Simmons Group, located in Seattle, WA, is actively seeking a Senior Branch Administrative Associate to join our independent and seasoned Financial Advisory Group. This position will provide support to our client base; create, implement and manage procedures and take direct ownership of our practice’s operations and adherence to compliance requirements. To be successful in this role, qualified candidates must be detail oriented, organized, and express themselves as a confident decision-maker. Additionally, the ideal candidate will be sincerely thoughtful, display integrity and represent themselves as an honest leader who positively represents our practice and remains engaged with team leaders, staff and clients.

Learn More


 

Human Resources Coordinator (Payroll Emphasis)

Clive, IA

HR – Full Time

Myriad Advisor Solutions is looking for passionate and energetic payroll administration professional to join our human resources team! This is a hands-on position with primary responsibility of implementation and execution of payroll processing. The ideal candidate will be motivated to learn new skills and tactics that relate to the umbrella of human resource functions to include benefits administration. 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.

Learn More


 

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!

Learn More