Type of role: Onsite in Downtown Milwaukee Free lunch in corporate cafeteria daily! Long-term contract to possibility to go perm in future!
The Investment Client Onboarding Associate will be part of a team responsible for generating investment account opening paperwork and transfers for financial representatives and advisors. Perfect opportunity for those seeking financial services or industry experience in financial planning.
Main Responsibilities:
• Create proposals and account opening paperwork using information provided by FR
• Enter transfer request and ACH/cash management instructions
• Monitor status of in-progress work
• Create/update materials for field status calls
This role requires 3 plus years of experience and/or a combination of education and experience.
**Should possess a bachelors and a desire to get into the financial services field.