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For your reference, we have included the original job posting below.
ASSOCIATE - CLIENT SERVICE
Job Number:
44251223
Company Name:
DM Stone JobsInBrokerage.com
Job Location:
New York, NY US
Job Category:
Accounting & Finance
ASSOCIATE - CLIENT SERVICE
Our client is a dynamic and growing asset management firm with primary focus on private clients through customized portfolios and objective, personalized service. Your responsibilities range from acting as the first point of contact for individual clients to providing administrative support to portfolio managers. Associates have the ability to work without daily supervision. Prepare new account paperwork and monitor the funding of accounts Research and respond to client inquiries Pocess client c...