Position
Client Services & Operations Specialist - Private Wealth
The Company
AlphaCore is a fast-growing, innovative wealth advisory firm. We build customized financial solutions for individuals and families. We deliver our recommendations in a customized format based upon our clients’ specific objectives and needs.
We think differently. While traditional allocations to stocks, bonds and real estate are necessary to form a well-diversified portfolio, we believe alternative investments should be incorporated to deliver a sound investment strategy. Adding alternative investments, paired with thorough due diligence and research, can help provide proper diversification to insulate against market volatility.
The Department
The Client Services & Operations Team is responsible for providing client integration, account opening support and coordinating support with research, trading, and investment reporting, and reporting activities of the firm. The Client Service & Operations Specialist core mission is to ensure a smoothly operating environment and deliver high-quality client service to both internal and external customers.
The Client Service & Operations Specialist purpose:
The Client Service & Operations Specialist responsibilities include:
Your qualifications
Required:
Desired:
Job Type: Full-time
Salary: $80,000.00 – $95,000.00 per year
Benefits:
Physical setting: Office
Schedule:
Ability to commute/relocate:
Education:
Experience:
Work Location: In person
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