Client Relations Associate

3 weeks ago


Phoenix, United States Inspired Healthcare Capital Full time

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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