Portfolio Associate, Private Wealth — Trade Ops & Client Service
CitiStaffing, LLC
CitiStaffing, LLC client is seeking a Portfolio Associate to join their team. This position supports the Portfolio Manager with high-touch client service, account establishment, and trade processing and allocations. The role requires regular interaction with Trading and Compliance and a strong workflow to follow market movements. Series 7/63/66 are required, and strong Excel skills plus PMS technology familiarity are essential. #J-18808-Ljbffr CitiStaffing, LLC
Vacancy posted 3 days ago
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