A financial services firm in the United States is seeking an Analyst to support client relationships and team operations. The role involves preparing materials for client meetings, compiling performance data, and managing CRM databases. Candidates should possess a Bachelor's degree and have a strong interest in the Financial Services industry. Additional qualifications include strong communication skills, detail-oriented approach, and the ability to work both in teams and independently. Licenses (SIE, Series 7, and Series 63/66) are required within 8 weeks of hire.
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