Service Associate
Core
Process daily mutual fund, stock, and bond trades; prepare paperwork for investment transactions; manage filing systems; and serve as the first point of contact for new National Account clients.
Role type
Operations Service Associate
Builds
Administrative support for the National Accounts Financial Advisor team
Domain
Financial services / Wealth management
Required skills
Trade processing, paperwork preparation, filing system management, client triage, MS Office Suite proficiency, deadline management, attention to detail
Preferred skills
DocuSign familiarity, Salesforce familiarity, digital marketing coordination
Technologies
MS Office Suite, DocuSign, Salesforce
Responsibilities
Process daily mutual fund, stock, and bond trades; Prepare paperwork for investment purchases, redemptions, switches, and in-kind transfers; Manage and maintain filing systems; Liaise with back office on transfers and administration issues; Be the first point of contact for new National Account clients and triage requests
Seniority
Mid-level, hands-on IC