Entry Level Client Service Associate

Company: WESCAP Group
Location: Glendale
Posted on: August 5, 2022

Job Description:

Founded in 1988, WESCAP Group is a fee-only Registered Investment Advisor headquartered in Glendale, CA. The firm manages approximately $800 million of assets and provides financial planning and advice to high-net-worth and ultra-high-net-worth individuals, families, and institutions. The firm operates a balanced, globally-diversified, liquid investment strategy, using ETFs, mutual funds, hedge funds, and individual securities. WESCAP has a long-term investment track record, as well as clients in 25 U.S. states and several foreign countries. Candidate must be detail oriented, honest, and hardworking. Must have good computer skills and ability to learn financial planning software. Time will be spent on: Preparing forms and applications as needed. Assisting advisors with client requests. Reconciling investment database with account statements. Performing various office duties. Required: Completed a minimum of 2 years of college course work. In-office training will be provided. WESCAP complies with CDC and local state and city guidelines for workplace protocols. Position available: 1-Full Time

Keywords: WESCAP Group, Glendale , Entry Level Client Service Associate, Other , Glendale, Arizona