SERIES 7 HOLDERS

Major financial services firm seeks long term contract employees

SERIES 7 A MUST

You will provide operational support to investment adviser representatives and their clients. You will review and process managed account applications and service requests, respond to inquiries from advisers. You will ensure that technology workflows are operating correctly and efficiently, identify and resolve operational and compliance issues that may arise during daily activities; identify process improvements.

Series 7 license required

Bachelor Degree

Entry level college graduates with ACTIVE SERIES 7 LICENSES ENCOURAGED TO APPLY.

Knowledge of the managed account industry

Proficiency with Microsoft Office

Strong customer service skills and comfort with inbound/outbound calls. This is NOT a sales role.

Job Type: Contract

Pay: $21.00 per hour

Education:

  • Bachelor's (Required)

Location:

  • New York, NY (Required)

License:

  • Series 7 License (Required)
Company
Asset Staffing
Posted
11/06/2021
Salary Range
$46,000.00 - 104,000.00
per Year
Salary range estimated by
Location
New York, NY 10261, US
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