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 Financial Services Associate

Details
Country: USA
Location: New Jersey-Northern Woodcliff Lake, NJ 07677
Total applied: 40
Salary/Wage:35,000.00 - 40,000.00 USD /year
Job Category:Accounting/Finance/Insurance
Location:Woodcliff Lake, NJ 07677
Status:Full Time, Employee
Occupations:Financial Control
Career Level:Experienced (Non-Manager)
Financial Services Associate

 

At this boutique financial services firm your role will be the support of the firm’s founder & lead advisor.  This allows you to apply your knowledge and experience to different areas of the business giving you the opportunity to become a key member of this team.

 

Primary responsibilities include: preparing client presentations, handling client service issues, opening new accounts, asset transfers, calendar management, and coordinating client events. .

 

This position requires excellent customer service skills and mentality, exceptional organizational skills, attention to detail and the ability to Multi-Task.

 

The ideal candidate is required to have prior service experience in the securities business

- Apply for Financial Services Associate


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