Job Description. Job Description. Position Summary. The Client Service Representative works closely with the Relationship Manager to build and maintain relationships with high-net-worth individuals and families as well as corporate clients within the Wealth Management division of Shuster Advisory Group. This role offers the opportunity to develop a foundational understanding of wealth management client service, reporting and analytics as well as ...
. . . . . . Shuster Advisory Group, LLC is seeking an experienced portfolio manager who can add a fresh, unique perspective to our team. In this role, the portfolio manager will support the lifecycle of a large portfolio, leading project-level reviews, optimizing standards, identifying areas for improvement, reporting analyses, and training staff members. The portfolio manager should not only be comfortable talking with high-level business leader...
. . . Position Summary. Shuster Advisory Group, LLC is seeking an Office Administrator to join our team. Shuster is an established firm looking for new talent that is eager to learn and grow with us. The ideal candidate is intellectually curious, collaborative and proactively seeks additional responsibilities. Responsibilities. Provide daily administrative support. Assist with scheduling. Mail and email management. Assist in the preparation of me...
. . . . . Position Summary. The retirement planning division of Shuster Advisory Group, LLC is seeking Internal Sales Assistants to join our team. Shuster is an established firm looking for new talent that is eager to learn and grow with us. The ideal candidate is intellectually curious, collaborative and proactively seeks additional responsibilities. . Responsibilities. Integrate data from a variety of sources into cohesive and comprehensive pre...
. . . . Position Summary. The risk management division of Shuster Advisory Group, LLC is seeking the right person to join our team as a Life Insurance and Annuity Case Manager. The candidate chosen for this position will be responsible for new business support and be part of the team servicing all aspects of the firm’s life insurance, long-term care, disability, and annuity book of business. This is and administrative position and not a sales pos...
. . . Position Summary. The retirement planning division of Shuster Advisory Group, LLC is seeking the right person to join our team as an Analyst. The candidate chosen will be responsible for reporting, analytics and client service. Vitally important is the ability to multi-task effectively in a fast-paced environment and adapt to change. . . Responsibilities. . Analyze and integrate data from a variety of sources into cohesive and comprehensive...
