Description. . Client Support Assistant at FCI Advisors. Founded in 1966, FCI Advisors is an independent, privately-owned, fee-based registered investment advisor (RIA). Our services include investment management and wealth planning for private and institutional clients. Based in the Greater Kansas City area, the firm manages over $13 billion in assets. Exempt Status: Non-Exempt. Full Time. Reports to: SVP Head of Business Intelligence. The. Cl...
Description. Purpose. . Provides portfolio accounting and related services to the company. Reconciles assigned portfolios, creates reports, and completes projects. Will aid in the training of new associates and provide some oversight of daily processes. Essential Duties/Responsibilities to be performed with or without accommodation. Reconciles assigned portfolios, including portfolio positions, transactions, cash, and cost basis. Participates w...
