Are you incredibly organized with an eye for detail? Are you a skilled multitasker?

We’re looking for a Service Associate/Client Associate to:

• carry out cash management functions, process securities and correspondence, keep records and perform margin activities as a member of the Field Operations team aligned to the Market
• greet and assist clients and visitors to the branch, providing exceptional service
• create strong partnerships, cultivating relationships with assigned financial advisors and coordinating with the operations function
• maintain risk awareness and regulatory knowledge
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests