EMPLOYER DESCRIPTION

Our office is a modern, family-oriented, and positive environment with a welcoming atmosphere. We are seeking a dedicated candidate who is eager to grow with our company. Since its inception in 2019, YTS has experienced remarkable growth, expanding from managing $85 million in assets under management (AUM) with just four employees to overseeing $1.2 billion in AUM with a team of over 50 employees.
What makes YTS different than other financial firms?We break the mold of the typical 9-5 Corporate America employer and instead focus on problem solving for our clients and investing in our people.
What is YTS’ Mission Statement?YTS is committed to enhancing lives across the nation, with a focus on service and creating a lasting, positive impact for future generations.
What are YTS’ Core Values?Commitment to excellence, personalized service and problem-solving, and positivity.

ESSENTIAL SKILLS FOR SUCCESS:

• Represent our core values.
• Strong ability to multitask in a dynamic environment.
• Exceptional communication skills, both verbal and written.
• Effective time management to ensure deadlines are met.
• Self-motivated with a proactive approach to tasks.
• Uphold professionalism and a consistently positive attitude.
• Collaborative team player with strong interpersonal skills.
• Quick-thinking and resourceful in solving problems.

EDUCATION:

• Bachelor’s (Required)

EXPERIENCE:

• Customer service: 2 years (Required)

• Manage document handling through scanning, emailing, faxing, and e-filing.
• Perform data entry with accuracy and attention to detail.
• Facilitate the opening of new accounts and associated processes.
• Process and address account service requests promptly and efficiently.
• Answer client phone calls and provide professional support as needed.
• Utilize Microsoft Office Suite, Wealth Box CRM, and Monday.com for daily tasks and project management.
• Travel periodically to new office locations to support development initiatives.
• Serve as a primary point of contact for onboarding new Financial Advisors during M&A projects.
• Complete additional tasks and projects as assigned.