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Epicareer might not working properly because your browser javascript is turned off.

What is JavaScript?

JavaScript is like the magic behind making websites interactive. Basically, it makes Epicareer more enjoyable and engaging.
How do i turn this on?
Find tutorial for your browser below :
  1. Make sure the webpage is open.
  2. In the Safari app on your Mac, choose Safari > Preferences, then click Security.
  3. Make sure the Enable JavaScript checkbox is selected.
  4. Click Websites.
  5. On the left, click Content Blockers.
  6. Make sure Off is chosen in the pop-up menu next to the website.
  7. On the left, click Pop-up Windows.
  8. Make sure Allow is chosen in the pop-up menu next to the website.
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  1. Open Chrome on your computer.
  2. Click. then Settings.
  3. Click Privacy and Security.
  4. Click Site settings.
  5. Click JavaScript.
  6. Select Sites can use Javascript.
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  1. If you're running Windows OS, in the Firefox window, click Tools > Options.
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  1. Click the "Settings and more" icon at the top right of the Edge browser window.
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  4. Scroll down and click on JavaScript.
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  6. Close the Settings tab.
  7. Refresh the page.
Visit Site here
  1. Go to Settings.
  2. Click Advanced in the left sidebar, and click Privacy & security.
  3. Under Privacy and security, click Site settings.
  4. Click JavaScript.
  5. At the top, turn on or off Allowed (recommended).
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Jobs or company...

Client Services Associate

Salary undisclosed

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Job responsibilities:

As a member of the Client Services & Operations team, you will play a dynamic and vital role in supporting Allocate’s long-term growth. The role is focused on the development, servicing and management of Allocate’s client relationships across all product lines.

Responsibilities include (but would not be limited to):
  • Work alongside the Relationship Management (RM) team to manage the monthly sales pipeline
  • Assist clients in processing subscriptions, transfers, and account maintenance
  • Collaborate with legal personnel to ensure investors are compliant with required regulations such as AML/KYC and FATCA/CRS
  • Perform educational demos to onboard clients
  • Manage and nurture relationships with new and existing clients
  • Gain in-depth understanding of product offerings to support the RM team
  • Assist in the development of new processes to further automate workflows
  • Partner with the technology team to implement enhancements that support client growth
  • Coordinate internally (Legal, Finance, Product, Operations, and Technology teams) to appropriately respond to inbound requests and questions
  • Additional responsibilities will be determined based on capacity, skill, and interest

Qualifications:
  • 2-3+ years of applicable experience, alternative asset management or private wealth management industry preferred
  • Bachelor’s degree in economics, finance, or a related discipline
  • FINRA Registrations Series 7, 63 preferred
  • Advanced working knowledge of CRM programs
  • Strong client service orientation with the ability to manage multiple, competing priorities
  • Exemplary oral, written and interpersonal communication skills

Essential Values & Culture
  • Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do, from product strategy to offline communications is a top-tier client experience.
  • Challenge convention: Instead of detailing all the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion.
  • Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.
  • Meritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior.
  • Civil Discourse is embraced: We believe open, intellectually curious conversations are required to arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is always to get the right answer collectively, not to be right.

Additional Details:
  • Hybrid
  • Location: New York, NY
  • Salary Range: $75-100k base salary + equity. May be eligible for a discretionary bonus if an active employee as of fiscal year-end.
  • Benefits: Medical, dental, vision, responsible time off (RTO), 401k
  • Employment: Full-time
  • This role will be subject to Allocate's Code of Ethics and related compliance obligations of Allocate

The base pay offered will be determined based on the candidate’s experience, location, skills, training, certifications and education, and other relevant qualifications specific to the role, as well as internal equity and market data. Total compensation may also include a discretionary performance-based bonus. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis.

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