Client Associate

Client Associate

Requirements

• series 7 and 66 licenses
• ideally 1-3 years of experience in client service, within the finance sector
• bachelor degree focusing on Finance or Economics
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite

Responsibilities

• keep management systems up to date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities

Preferred Qualifications

No preferred qualifications provided.