Portfolio Associate: Client Service & Trade Ops (Series 7)

A recruitment firm located in New York is seeking a qualified candidate to provide high touch client service and manage account responsibilities. The role includes establishing new accounts, processing trades, and interfacing with Trading and Compliance teams. Candidates must hold SERIES 7, 63 or 66 certifications, have strong Microsoft Excel skills, and relevant experience. This position offers excellent opportunities for advancement. #J-18808-Ljbffr