Experience Inc. Jobs

Description

Responsibilities will include:

• Client onboarding, maintenance, and support at preferred custodians.

• Interacting with clients and colleagues to handle; money movement, transaction research, trading, documentation requests, reporting requests.

• Coordinate, collaborate, and harmonize with team members to push the envelope on new ways to maintain efficient workflows while delivering an elevated level of client service.

• Assist with firmwide operational functions and regulatory compliance projects as needed.

Preferred qualifications:

• 2-3 years recent experience as client associate or similar role at wealth management, broker dealer, banking, or investment banking firm.

• Strong common-sense problem solving and critical thinking skills.

• Self-paced, disciplined, and can thrive in unstructured and structured environments.

• Multi-task with ability to pivot and re-prioritize projects and tasks quickly.

• An undergraduate degree in business, finance, accounting, or economics.

Requirements

You will succeed in this role if:

• You thrive in an entrepreneurial environment and control your workflow.

• You have keen attention to detail and common sense.

• You have an effective communication style with your colleagues and clients.

• You enjoy taking on more responsibility as your career progresses and you succeed in working independently or with others.

• You prefer working in a less rigid, small company culture.

• You are described as a quick learner, are resourceful under pressure.

Benefits include:

• Competitive compensation with bonus eligibility.

• 401(k) with employer Safe Harbor contribution.

• 100% premium paid health insurance for employee.

• Increasing Paid Time Off with seniority (PTO) with cash payout option of unused PTO.

• Annual team trips and events.

• Encouraged career development and education support with continuing education.

TalentMatch®

­Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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