Type of role: Onsite in Downtown Milwaukee
Free lunch in corporate cafeteria daily!
Long-term contract with the possibility to go permanent in the future!
The Investment Client Onboarding Associate will be part of a team responsible for generating investment account opening paperwork and transfers for financial representatives and advisors. This is a perfect opportunity for those seeking financial services or industry experience in financial planning.
Main Responsibilities:
- Create proposals and account opening paperwork using information provided by financial representatives.
- Enter transfer requests and ACH/cash management instructions.
- Monitor the status of in-progress work.
- Create/update materials for field status calls.
This role requires 3+ years of experience and/or a combination of education and experience. Candidates should possess a bachelor's degree and a desire to enter the financial services field.
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