Senior Commercial Associate: Client Onboarding & Investing

A financial advisory firm is seeking a Senior Commercial Associate to support Financial Advisors and manage client interactions. Responsibilities include onboarding new clients, maintaining accounts, and providing investment recommendations. The ideal candidate should have over 6 years of experience in client service, fluency in English and Portuguese, and a Series 65 certification. This role requires strong Microsoft Office skills and adaptability to changing regulations. Competitive benefits and a dynamic work environment are offered. #J-18808-Ljbffr