| Title | Client Service Associate |
| Location | United States - New York |
| City | Melville |
| Function Category | Administration and Support |
| Business Group | Global Wealth Management & Business Banking |
| Job Type | Full Time |
| About Company | Client is a leading global financial services firm. Global Wealth Management & Business Banking offers sophisticated wealth management services and personalized advice to help our clients achieve their financial goals. We are the world's leading wealth management business, Switzerland's leading retail and commercial bank, and one of the biggest private client businesses in the USA.
By combining your talent with our strength, we can achieve great results |
| Description | Your job as a successful Client Service Associate play a central role to provide world class service focusing your time on managing and growing the FA's business through the following critical activities:
Providing service to clients by interfacing with them, solving their problems, and following through to provide exceptional service. Providing service to internal Branch clients performing administrative duties, interfacing with management, managing the relationship with their FAs, and coordinating with the operations function Marketing products and services and representing and their FA's business (if registered). |
| Requirements |
You are Series 7 & 63 registered.
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| Our Offering | We can offer you an exciting, fast-paced working environment, a culture of mutual respect and commitment to maintaining the highest ethical standards and the opportunity to play a vital role in our growth. |