Client Services Associate - (US-NJ-Jersey City)

From Jeff Altman: The Big Game Hunter

Client Services Associate - (US-NJ-Jersey City)

Compensation: $35K - $40K / Year
Min Education: Bachelors
Job Type: Full Time
Jobcode: ALSGJA1

• Demonstrate product knowledge for separately managed and mutual fund portfolios.
• Respond to incoming calls/emails from financial advisors
• Resolve basis and routine operational problems directly
• Daily contact with Financial Advisors, retail clients, Internal Wholesalers, and Regional Managers.
• Provide administrative support to Portfolio Specialists
• Support  Tax Trading process
• Various ad hoc projects

Required Skills/Experience 1-3 yrs experience in securities industry client liaison/servicing role
• Basic understanding of the firm's business and products
• Strong interpersonal, verbal and written communication skills.
• Excellent organizational and follow-up skills
• Outstanding attention to detail
Other Qualifications Must hold Series 7 license and preferably Series 65. Willing to attain Series 65 license if not already a holder.

Personal Characteristics Professional demeanor
• Exhibits a "Can Do" positive attitude
• Detail oriented
• Excellent communication skills.
• Demonstrates initiative
• Strong work ethic
• Team player
Education Bachelor's Degree

Email resume in Word to thebiggamehunter@cisny.com. Please include the job code for the position with your resume.

NO RELOCATION. NO VISA TRANSFERS. NO OVERSEAS RESUMES. NO 3RD PARTIES.

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Jeff Altman, The Big Game Hunter
Concepts In Staffing
9 East 37 Street
New York, NY 10016