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  • Westlake, OH 44145, USA ● Req #744
    Thursday, September 22, 2022
    This position is based out of our Westlake, OH office but eligible for a hybrid remote schedule.Job Summary:The Relationship Manager (RM) is the primary point of contact for registered investment advisors, broker-dealers, and investment representatives. The RM resolves issues with transactions, the Portfolio Management System, billing, reporting, etc. The RM on-boards and trains new advisors and reps on the Portfolio Management System and other relevant processes.  The RM must also contribute to ... More
  • Denver, CO, USA ● Req #757
    Wednesday, August 17, 2022
    *This position is based out of our Denver, CO office but eligible for a hybrid remote schedule.  Starting pay range $20-23/hr depending on experience.JOB OVERVIEWThe Billing Associate position encompasses a wide range of activities with involvement in all phases of billing and business administration functions. The ideal candidate will efficiently, accurately, and timely manage multiple tasks and priorities, adhering to strict reporting deadlines. A billing associate is responsible for the accur ... More