We’re looking for a dedicated individual fulfil a dual role as a Client Service Associate and Office Administrator to:
• support the Market with administrative and branch technology related tasks
• assist with resolving client issues
• perform all tasks related to Client Operations (account opening and maintenance, funds distribution, etc.)
• assist clients with questions and requests related to their accounts
• complete firm-initiated projects
• participate in team projects and meetings
• assist branch management with Market events, initiatives, and ad-hoc projects.