how to take care of people? We're looking for a registered client associate to: keep management systems up-to-date with client... for client meetings collect the right documentation for opening new accounts and service requests plan team marketing events...
how to take care of people? We're looking for a Client Service Associate to: keep management systems up-to-date with client... SIE, Series 7 and 66 licenses (for registered CSAs only) ideally 1-3 years of experience in client service, within the finance...