RECRUITING


 

Billing Specialist

Waukee, IA

HR – Full Time

Myriad Advisor Solutions, located in in Waukee, Iowa, is looking for a detail orientated, self-motivated individual to fill our Billing Specialist position within our Support Team! If you possess strong mathematical, accounting and/or billing competencies, thrive on providing exceptional customer service, and would describe yourself as someone who is well spoken, personable and team-oriented, we look forward to hearing from you!


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Client Service Associate and Compliance Administrator

Washington D.C. Area

Support – Full Time

Brown | Miller Wealth Management, based in the Washington DC area, is seeking a dedicated Client Service Associate & Compliance Administrator to join our growing team. This is an exciting opportunity for candidates who have extensive experience directly engaging with compliance and client service, in the investment / financial services industry. This is a hybrid position that will be paramount to the long-term success of Brown | Miller Wealth Management. This position will be focused on providing exceptional client service to current and potential clients; accurately administer updates for complex and multi-step client accounts to include asset movements, account transfers and fostering new household relationships. By working in conjunction with the Chief Compliance Officer (CCO) this position will support all administrative aspects of regulatory and SEC compliance requirements while managing the firms risk management processes. If you thrive in a collaborative and supportive culture, deliver outstanding client experience, and are looking to advance your career with an engaged team, we look forward to hearing from you!


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Payroll and Benefits Specialist

Waukee, IA

HR – Full Time

Continuum Advantage, LLC is looking for a passionate and energetic payroll administration professional to join our human resources team! This is a hands-on position with primary responsibility of implementation and accurate execution of payroll processing. The ideal candidate will be payroll savvy, client focused, detail oriented and motivated to learn new skills, to include benefits administration. They would bring strong analytical, problem solving and project management skills and display comfort with working in a fast-paced environment.

The Payroll and Benefits Specialist must be able to comfortably interact with executives, sales people, prospective applicants and current clients. Proficiency in payroll administrative, time management tracking, project management and organization is a must. Familiarity with welfare benefit administration and general HR practices, concepts, and procedures is preferred.


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Sr. Account Manager

Eden Prairie, MN

Support – Full Time

Horizon Agency, located in Eden Prairie, MN is seeking a Senior Account Manager to join our premier Agency. This is an exciting opportunity for candidates who have advanced industry experience related to Property and Casualty account management, brokerage operations and/or marketing with a multi-line insurance agency. In addition to industry experience, Horizon is seeking individuals who display passion about the company and clients they serve. The Sr Account Manager is responsible for working in direct collaboration with Horizon Producers to proactively and effectively service and support existing clients, aid in retention of new and renewal accounts, and to consistently uphold Horizon’s exceptional service standards. At Horizon Agency, we offer a competitive benefits package, opportunities for advancement, and a flexible at home and/or in office work location! If you are looking to advance your career and are self-motivated, customer service focused, and meet the qualifications of the Sr Account Manager defined, we look forward to hearing from you!


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Marketing Associate Intern

Waukee, IA

Marketing – Part Time (20 hours/week minimum)

Myriad Advisor Solutions is actively searching for an enthusiastic 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 the marketing team in organizing various projects, and conduct market research.

As a Marketing Associate Intern, you will collaborate with our internal teams and directly engage with all stages of marketing campaigns and initiatives. This internship will help you acquire marketing skills and provide you with knowledge of various marketing strategies.


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Registered Senior Client Services Associate

Seattle, WA

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.


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Client Service Associate

Plymouth, MN

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.


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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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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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