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Brokerage Support Professional
3 semanas atrás
We are seeking a skilled Client Service Associate to support our brokerage operations.
This role involves providing exceptional client service, resolving complex issues, and maintaining accurate records.
Key Responsibilities:- Client Onboarding and Management:
- Investment Product Research and Recommendations:
- Trade Execution and Settlement:
- Reporting and Compliance:
- Strong Communication and Interpersonal Skills:
- Proficiency in Financial Software and Systems:
- Attention to Detail and Analytical Abilities:
- Adaptability and Teamwork:
This is an excellent opportunity for a motivated individual to contribute to the success of our services team.