What are the responsibilities and job description for the Senior Associate - Client Advisory position at CyberCoders?
Position Overview
The Senior Associate - Client Advisory will play a crucial role in providing exceptional client service and financial guidance to our clients. This position involves developing strong relationships, understanding client needs, and delivering tailored financial solutions to meet those needs effectively.
Key Responsibilities
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:
brandon.klaffka@cybercoders.com
For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.
This job was first posted by CyberCoders on 03/15/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.
CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.
The Senior Associate - Client Advisory will play a crucial role in providing exceptional client service and financial guidance to our clients. This position involves developing strong relationships, understanding client needs, and delivering tailored financial solutions to meet those needs effectively.
Key Responsibilities
- Develop and maintain relationships with clients to ensure high levels of satisfaction and trust.
- Conduct comprehensive financial assessments to identify client goals and objectives.
- Provide expert advice on financial management, investment strategies, and financial planning.
- Collaborate with other team members to create customized financial plans for clients.
- Stay updated on industry trends and regulations to ensure compliance and best practices.
- Assist in the preparation of client presentations and reports.
- Bachelor's degree in Finance, Business Administration, or a related field.
- Proven experience as a Client Service Associate or in a similar client-facing role.
- Strong knowledge of financial management and financial planning concepts.
- Certifications such as CFP (Certified Financial Planner) are a plus.
- Excellent communication and interpersonal skills.
- Ability to work collaboratively in a team environment.
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:
brandon.klaffka@cybercoders.com
- Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : BK9-1844974 -- in the email subject line for your application to be considered.***
For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.
This job was first posted by CyberCoders on 03/15/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.
CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.
Salary : $70,000 - $80,000
