Portfolio Associate - Private Wealth Mgmt - MUST be Registered Series 7 and 63/66 - up to $150k +BONUS!! jobs in United States
cer-icon
Apply on Employer Site
company-logo

CitiStaffing ยท 1 week ago

Portfolio Associate - Private Wealth Mgmt - MUST be Registered Series 7 and 63/66 - up to $150k +BONUS!!

positionNew York, NY
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$150K/yr - $150K/yr

CitiStaffing is seeking a Portfolio Associate to provide high touch client service in Private Wealth Management. The role involves establishing new accounts, trade processing, and interfacing with Trading and Compliance while following market trends.

ConsultingHuman ResourcesStaffing Agency

Responsibilities

High touch client service
Establishing new accounts
Trade processing
Trade allocations
Interfacing regularly with Trading
Interfacing regularly with Compliance
Must follow the markets

Qualification

Series 7Series 63Series 66PMS proficiencyMicrosoft Excel

Required

Registered Series 7
Registered Series 63 or 66
Facility with technology, including using a PMS
Strong Microsoft Excel skills
Relevant experience

Company

CitiStaffing

twittertwittertwitter
company-logo
CitiStaffing is a human resources consultants firm that engages in staffing support services.
dateFounded in 2001
location
New York, New York, USA
people-size11-50 employees
web-link
https://citistaffing.com

Funding

Current Stage
Early Stage

Leadership Team

leader-logo
Faye Rosen-Bazilian
Managing Partner- Owner
linkedin
leader-logo
Margie Strauss
Managing Partner
linkedin
Company data provided by crunchbase