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Client Relations Associate

, AZ, United States

We are looking for a Client Relations Associate to join our growing team! You will serve as the face of our company to support and educate our investment advisors.

Some of what you'll be doing:

Support financial advisors by identifying and rectifying issues that are not in good order (NIGO)

Partner with accommodator to register and process funds

Issue client contracts and accounts

Own the distribution process to investors

Complete investor change forms

Work with internal teams to process commissions to broker dealers

Partner with banks and custodians for distribution of income

Promote sales and marketing initiatives

What you'll bring to the table:

Bachelor's degree, or in process of obtaining; or equivalent combination of education and experience

2+ years of relevant experience in a high volume environment is preferred

Strong organizational skills and high level accuracy

Ability to manage multiple projects and work well under time and other constraints

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