Job Description
Job Description
Emerge is actively recruiting for an Operations Associate for our fantastic financial advisory client in Rochester, NY. Successful candidates will demonstrate strong organizational skills as well as attention to detail.
Our operations department is a hub for asset movement, account opening, and account transfer requests and the Operations Associate will develop and utilize an intimate knowledge of industry rules and regulations, as well as firm policies.
This role demands a professional demeanor, particularly in client-facing interactions, where tact, courtesy, and clear communication are essential.
Our client's environment provides a variety of challenging opportunities to collaborate with motivated, experienced teams of financial professionals who work together to exceed our client's expectations daily.
They offer a highly competitive compensation and benefits package with a strong focus on professional growth and development.
Qualifications
- 1-3 years professional or administrative experience, industry experience is a plus.
- Series 7 and Series 66, or ability to complete within 18 months, required.
- Bachelor's degree preferred.
- Candidate must have excellent communication, presentation, and organizational skills.
If you are qualified for this position, please click "apply now" or send resume to Elaine McKenna, Sr. Search Consultant, at elaine.
mckenna@emerge360.com. Thank you in advance, however, only qualified candidates will be contacted. #INDDH
Who is Emerge? We are a global talent solutions company working with clients all over the world. We deliver managed sales, services, marketing, and business solutions to our clients.
We are committed to your success, working quickly and efficiently to provide tangible, measurable results.
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