Registered Sales Associate - Series 7 Job at Ascendo Resources
Our client has retained us to identify an exceptional Client Service Associate for their corporate office. The is a progressive environment with a hybrid schedule.
Duties include:
- Maintain existing institutional client relationships by providing excellent service.
- Support and suggest of firm services, processing and escalation of client requests.
- Build expertise in specific outside Custodians in order to support onboarding, queries, and other client requests
- Support non-investment related services including expense management and reporting
- Onboard new institutional clients, which includes understanding their complex entity structure.
Requirements
- FINRA Series 7 & 63 or 66 REQUIRED
- 2+ years of industry experience
- College degree preferred
- English and Mandarin or Cantanese is a MUST
Job Type: Full-time
Pay: $80,000.00 - $100,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Signing bonus
Work Location: One location
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