The Method Staffing · 19 hours ago
Client Services Associate
Miami-FTL Area
Full-time
Onsite
Entry Level
$65K/yr - $90K/yr
2+ years expThe Method Staffing is an Investment Adviser based in Miami, FL, seeking to hire a Client Service Associate. The role involves working with the PM and Operations team to develop and monitor trade execution, support client communications, and prepare investment plans for client portfolios.
Staffing & Recruiting
Hiring Manager
Sean McGinn
Responsibilities
Work with the PM, Operations team and external counterparties to develop and monitor execution of trades and monitor PM’s trade pipeline on ongoing basis
Support PM’s client and counterparty communication to make certain all inquiries and requests are responded to efficiently and accurately
Prepare investment plans with PM guidance for individual client portfolios based on client requirements, cash availability, etc
Qualification
Required
2+ years work experience in financial services required
An undergraduate degree in business, finance, accounting or related degree required
Strong knowledge of Excel, Word, PowerPoint
Superb organizational, project management and interpersonal skills
Extreme attention to detail
MUST SPEAK AND WRITE SPANISH Fluently!
Benefits
Full benefits package
Company
The Method Staffing
Our company is founded on the principles of being honest, genuine, and ethical to our clients and candidates.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase