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Client Services Associate

Description

Ref ID: 00295-9502036887

Classification: Bank Credit

Compensation: $22.00 to $25.00 per hour

Do you have experience working within a banking environment? Are you interested working within client services/wealth management or investment Well, this position may be the right fit for you! We are currently working with a reputable banking and investment client located in Culver City, CA and they are currently seeking a Client Services Associate for a temporary project with the possibility of extension! Responsibilities will include, but are not limited to: - Processing the Alternative Investment capital calls and communicating the activity and status with the Wealth managers. - Working with large data sets of client information and being able to easily locate that data to create reports for the wealth management team Qualifications: - Bachelor's degree in business, accounting, finance or similar is required - Knowledge of Alternative Investments products and processing - Experience using any of these softwares is a big plus: Salesforce, APX, Fidelity Wealthscape, and/or NetX360. - 1+ years of experience working within client services or wealth management in highly preferred. This position is looking to pay up to $25 per hour for the right candidate. Please send your resumes directly to [Click Here to Email Your Resumé] for immediate consideration for this rare opportunity!

Requirements

Qualifications: - Bachelor's degree in business, accounting, finance or similar is required - Knowledge of Alternative Investments products and processing - Experience using any of these software is a big plus: Salesforce, APX, Fidelity Wealthscape, and/or NetX360. - 1+ years of experience working within client services or wealth management in highly preferred.

Accountemps matches highly skilled professionals with accounting finance jobs at the best companies on a temporary and temporary-to-hire basis. Our mission is to provide you with a rewarding finance or accounting job that is well matched to your professional skills – helping you to advance in your career. Our experience, combined with the resources of our worldwide network of offices, makes Accountemps a great resource for your career. We offer excellent opportunities to find temporary accounting and finance jobs for all experience levels. From accounting clerks and bookkeepers to accounts payable and staff accountants, we can provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Contact your local Accountemps office at 888-490-3195 or visit www.accountemps.com to apply for this job now or find out more about other job opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Accountemps. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

Job Snapshot

Location US-CA-Los Angeles
Employment Type Full-Time/Part-Time
Pay Type Hour
Pay Rate $22.00 - $25.00 /Hour
Store Type Accounting, Finance, Professional Services
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Company Overview

Accountemps

Accountemps, a Robert Half company, is the worldwide leader in temporary financial staffing, providing excellent opportunities in the areas of accounting, bookkeeping, credit and collections, data entry, finance, payroll, audit and tax. Our relationships with top companies ensure that our employees enjoy competitive pay, and dynamic and ongoing assignments with the best opportunities for temporary and temporary-to-full-time employment. Learn More

Contact Information

US-CA-Los Angeles
Recruiter
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Snapshot
Accountemps
Company:
US-CA-Los Angeles
Location:
Full-Time/Part-Time
Employment Type:
Hour
Pay Type:
$22.00 - $25.00 /Hour
Pay Rate:
Accounting, Finance, Professional Services
Store Type:

Description

Ref ID: 00295-9502036887

Classification: Bank Credit

Compensation: $22.00 to $25.00 per hour

Do you have experience working within a banking environment? Are you interested working within client services/wealth management or investment Well, this position may be the right fit for you! We are currently working with a reputable banking and investment client located in Culver City, CA and they are currently seeking a Client Services Associate for a temporary project with the possibility of extension! Responsibilities will include, but are not limited to: - Processing the Alternative Investment capital calls and communicating the activity and status with the Wealth managers. - Working with large data sets of client information and being able to easily locate that data to create reports for the wealth management team Qualifications: - Bachelor's degree in business, accounting, finance or similar is required - Knowledge of Alternative Investments products and processing - Experience using any of these softwares is a big plus: Salesforce, APX, Fidelity Wealthscape, and/or NetX360. - 1+ years of experience working within client services or wealth management in highly preferred. This position is looking to pay up to $25 per hour for the right candidate. Please send your resumes directly to [Click Here to Email Your Resumé] for immediate consideration for this rare opportunity!

Requirements

Qualifications: - Bachelor's degree in business, accounting, finance or similar is required - Knowledge of Alternative Investments products and processing - Experience using any of these software is a big plus: Salesforce, APX, Fidelity Wealthscape, and/or NetX360. - 1+ years of experience working within client services or wealth management in highly preferred.

Accountemps matches highly skilled professionals with accounting finance jobs at the best companies on a temporary and temporary-to-hire basis. Our mission is to provide you with a rewarding finance or accounting job that is well matched to your professional skills – helping you to advance in your career. Our experience, combined with the resources of our worldwide network of offices, makes Accountemps a great resource for your career. We offer excellent opportunities to find temporary accounting and finance jobs for all experience levels. From accounting clerks and bookkeepers to accounts payable and staff accountants, we can provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Contact your local Accountemps office at 888-490-3195 or visit www.accountemps.com to apply for this job now or find out more about other job opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Accountemps. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.
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Client Services Associate Apply now