A company is looking for a Senior Investment Service Associate to provide exceptional service and support to advisors and clients using the World Managed Account Platform (WorldMAP).
Key ResponsibilitiesServe as a liaison between advisors, WorldMAP, and the Investment Team, providing training and supportVerify and process new account forms and updates, ensuring they are in good orderReview and process service and trading requests, confirming completion with advisorsRequired QualificationsBachelor's degree or equivalent relevant experience in the wealth management industry3 or more years of relevant investment wealth management industry experienceExperience with processes involved in servicing wealth management client accountsExperience with Vestmark or similar trading technology, or third-party asset management platformsSeries 7 and Series 66 or Series 63 / 65 combination (or willingness to obtain within 12 months)
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Series 07 – FINRA, Series 63 – FINRA, Series 65 – FINRA, Series 66 – FINRA. We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Tri- State area! While you will work from home, you must reside near the Greater Tri- State area as occasional in-person ...
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Investment & Trade Compliance, Senior Associate/Vice President. PineBridge is seekingan Investment & Trade Compliance Senior Associate/Vice President to assist the PineBridge Global Compliance Team in the oversight of compliance of the asset management business and specifically the provisions of rel...
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Senior Office Services Associate - Mon - Fri - 8:30am to 5:30pm
Lead Office Services Associate, Supervisor, Manager, Director. May train new Office Services Associates. Minimum 3 years’ office services experience preferably in a legal, banking or large corporate environment. Proven customer service skills are required in order to create, maintain and enhance cus...