Registered Client Associate – NYC Finance & Client Services

A leading global wealth manager is seeking a Registered Client Associate in New York City to maintain client information and educate clients on account services. Candidates should have a bachelor's degree in finance and ideally 1+ years of client service experience, along with Series 7 and 66 licenses. Responsibilities include preparing reports, planning marketing events, and providing a detailed calendar of activities. The position offers a competitive salary between $70,000 and $75,000 per year. #J-18808-Ljbffr