RECRUITING


 

Help Desk Supervisor

Waukee, IA

Management – Full Time

Myriad Advisor Solutions, located in our brand-new office in Waukee, Iowa, is seeking a client focused yet team oriented, technically astute, and engaged Help Desk Supervisor to join our Help Desk team! This hands-on position will directly manage our tech support help-desk. In addition to employee management, the Help Desk Supervisor will focus on ticket management and client satisfaction while also leading, coaching, and enhancing skills within the help desk team members. This candidate will be a liaison between the leadership team and the Helpdesk support team.

The ideal candidate will have experience in help desk supervision, inbound/outbound tech call center management or similar experience. As an engaged position, the Help-Desk Supervisor requires a self-motivated, positively engaged and tech savvy individual who thrives in a fast-paced call center client focused help desk environment.


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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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Client Relationship Liaison

Waukee, IA

Management – Full Time

Myriad Advisor Solutions is looking for a detail orientated individual to join our growing team as a Client Relationship 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

Boca Raton, FL

Support – Full Time

Gardens Wealth Management is actively seeking a Registered Client Service Associate to join their growing team, in their brand-new office in Boca Raton, Florida. The Registered CSA position is an empowering, client service orientated role. The CSA position will focus on enhancing the client experience by providing unparalleled client service, while also serving as administrative and operational support to the firm and Financial Advisors. If you are detailed oriented with proven organizational skills, can manage time efficiently, and have a good understanding of finance, this may be the opportunity for you!


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Wealth Advisor

Orland Park, IL

Wealth Advisor – Full Time

PrairieView Wealth Partners, located in Orland Park, IL, is seeking an experienced Wealth Advisor to join our growing and successful firm. The ideal individual brings strong industry experience with a background in comprehensive financial planning. Additionally, as a Wealth Advisor who shares our firms core values, they will focus on prospecting and sourcing clients with an open mind to implementing all financial products to meet the client’s objectives and financial goals.

To allow our Wealth Advisor’s the ability to focus on client engagement and securing new clients, our firm provides high level client service support. Providing all necessary financial planning preparation, proposal generation, underwriting management, investment transfer services, and more, our support team has all the details covered!

At PrairieView Wealth Partners we take great pride in our Wealth Advisors as they genuinely care for our firm’s clients and are connected through consistent interactions with new and established clients. The camaraderie that exists amongst our team allows us to be in business for ourselves, not by ourselves, and for the benefit of our clients.

We invite you to connect with us if a Wealth Advisor at PrairieView Wealth Partners, with our faith-based perspective and genuine care for clients, pairs with your experience and personal career objectives to include higher cash flows with unlimited potential. We look forward to discussing the many advantages that joining our expanding team has to offer!


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Administrative Client Associate

Minneapolis, MN

Support – Full Time

Parr McKnight Wealth Management is actively seeking an Administrative Client Associate [“Associate] to join our growing team. As an Associate within our top-ranked Wealth Management Firm, your days will be filled with exciting variety to include client engagement, office support, direct interactions with cross functional team members and daily Partner collaboration.

This fast paced, evolving role is ideal for energetic individuals who are detailed and results-oriented, self-motivated and thrive on providing an unforgettable first impression. If the Administrative Client Association position, with ongoing growth opportunities within our team, aligns with what you are seeking in your career, we look forward to hearing from you!


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Registered Client Associate

Chesterfield, MO

Support – Full Time

Moeller Investment Group, located in Chesterfield, Missouri, is seeking a Registered Client Associate to join their growing wealth management firm.

The Registered Client Associate plays a critical role in the overall success of the firm by developing a deeper, more meaningful connection with our clients, and ensuring their needs are being met with satisfaction. As a Registered CA, you will focus on providing high-quality service to all clients and Financial Advisors. Ideal candidates are self-starters with high motivation, possess excellent organization, time management and problem-solving skills, demonstrate care and warmth when communicating with clients, take pride in their work, and have a desire to learn and grow.

The Registered Client Associate position is an empowering, customer service orientated role with endless opportunities. If this position aligns with what you are looking for, we want to hear from you!


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