RECRUITING


 

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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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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Registered Client Service Associate

Fayetteville, NC

Support – Full Time

Our client, located in Fayetteville, North Carolina, is actively seeking a Registered Client Service Associate to join their experienced team.

The Registered Client Service Associate position is an empowering, customer service orientated role. This position will focus on enhancing the overall experience by providing unparalleled client service while also serving as administrative and operational support to the firm. The ideal candidate is a team player with a cheerful, positive attitude and a desire to learn and improve their knowledge of the financial services industry and the practice. This role is the “window” into the practice as they are the first point of contact for clients and prospects. If you are looking for a company who values serving others and makes a difference in their clients lives each and every day, this is the opportunity for you.


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Client Associate

Tucson, AZ

Support – Full Time

Presidio Group Wealth Management is seeking a full-time Client Associate (CA) to join their growing firm. At their Tucson, Arizona branch office, you will assist Financial Advisors to maximize productivity and to ensure an exceptional service experience with our clients. Your day will be busy from start to finish. From providing an unforgettable first impression to the firm’s perspective clients to assisting clients with their needs in a timely, professional manner, you will make an impact every day. This is an interactive position where every day brings new challenges and opportunities to grow.

The ideal candidate is one that operates with attention to detail, has a desire to help, owns their tasks, and encompasses great organizational skills.


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Client Relationship Liaison

Waukee, IA

Support – Full Time

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

Waukee, IA

Copywriter – Full Time

Myriad Advisor Solutions is looking for a passionate and energetic Copywriter to join our Marketing team! The ideal candidate is a wordsmith and a creative powerhouse, bringing excellent and proven writing skills and styles. The candidate for this position will also be comfortable working in a fast-paced environment, optimizes their creativity, and will have the ability to meet tight deadlines. Familiarity with financial services field practices, concepts, and compliance is preferred.


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Junior Front End Developer

Waukee, IA

Junior Front End Developer – Full Time

Myriad Advisor Solutions, located in Waukee, Iowa is in search of a Junior Front End Developer to join our 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.


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Marketing Intern

Waukee, IA

Internship – Part Time (20 hours per week minimum)

Myriad Advisor Solutions is actively searching for an enthusiastic Marketing 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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