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Registered Associate
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Country: USA
Location: New Jersey-Southern NJ 08053
Total applied: 40
Salary/Wage:45,000.00 - 60,000.00 USD /yearBenefits
Job Category:Accounting/Finance/Insurance
Location:NJ 08053
Status:Full Time, Employee
Occupations:Financial Products Sales/Brokerage;Financial Control
Career Level:Experienced (Non-Manager)
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Registered 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 sales/service experience in the securities business and hold NASD Series 7 & 63 licenses, life & health insurance is a plus as well as good Pc skills.
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Financial Services