Service Associate
Core
Operational support and oversight for the Market, handling document maintenance, money movement, trade support, and general management functions.
Role type
Service Associate (Operational Support)
Builds
Operational processes and client service solutions
Domain
Financial Services / Banking
Required skills
Document management, money movement, trade adjustments, audit compliance, Microsoft Office, writing, client service, prioritization, collaboration
Preferred skills
Industry experience, Series 7/66/63/65 licenses
Responsibilities
Manage documents and perform quality reviews, oversee mail distribution, execute money movement functions, process trade adjustments, support audit preparedness, escalate service breaks, assist with special projects, maintain focus on policy changes, perform administrative duties.
Seniority
Entry-level to Mid-level