Junior Client Service Associate

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