Wealth Client Service Associate - International
ReKruiting Advisors LLC.
Registered CS The Registered Client Service Associate will be supporting Bankers/Financial Advisors within a segment-specific client base while expanding new and existing affluent customers. Responsibilities Back up to the Financial Advisors / International Relationship Managers, ability to process their trades and prepare their investment proposals. Know how to explain investment proposals and assist in the rebalancing of portfolio controlling the suitability aspects of each client. Knowledge of ACATS in the transfer of assets between Broker Dealers. Qualifications At least 5 years of investment experience in International Wealth Management and knowledgeable in Investments and Bank Products. Bachelor’s degree in a related field or equivalent combination of coursework and work experience. Required licenses, Series 7 & 66 (or 63/65), maintain licenses current and in good standing. #J-18808-Ljbffr ReKruiting Advisors LLC.
Vacancy posted 3 days ago
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