Junior Client Service Associate
5 months ago
Setting up new relationships through opening/closing/transferring of accounts, assembling materials for prospect meetings, account conversions, and other general account maintenance, as well as communicating directly with clients/prospects, equity trading, serving as a liaison between traders, brokers, and the operations team as needed.
Qualifications:
Bachelor's Degree
Minimum of 1 year of industry experience
Experience in a Registered Investment Advisor firm or Financial Services firm
Strong knowledge of Excel
Willingness/ability to become proficient with proprietary accounting & trading systems
Exceptional attention to detail, strong organizational, written, and communications skills. Collaborative demeanor, team player a must
Self-motivated, ability to juggle multiple projects as well as focus on primary tasks
Willingness to enroll in the Claritas Program and other applicable educational courses
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