Entry Level Client Service Associate
Company: WESCAP Group
Location: Glendale
Posted on: August 5, 2022
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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
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