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© All Rights Reserved. ApplyBlast.com
AIER
The Client Service Associate at American Investment Services supports a client services team by processing client onboarding and maintenance documentation, managing critical data, and serving as a support liaison for external clients and internal advisors. This role focuses on administrative efficiency, document preparation for financial planners, and maintaining accurate client records within a financial services environment. It involves utilizing CRM tools and working with third-party custodians to ensure tasks are completed accurately and timely.
Headquarters
Great Barrington, Massachusetts, United States
Company Size
11-50 employees
Founded
1933
AIER (American Institute for Economic Research) is an independent research institute and think tank based in Great Barrington, Massachusetts that produces economic research and public‑policy analysis promoting free markets and individual liberty. It publishes articles, reports, books, and multimedia content and runs educational programs, fellowships, and events for students, scholars, and policymakers. AIER covers topics such as macroeconomics, monetary policy, regulation, health policy, and technology, aiming to translate scholarship into accessible, data‑driven commentary and resources for the public and decision‑makers.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for AIER.
3% below the average for this role