Client Service Associate (LAM)

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Marketing & Sales
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180810 Requisition #
Thanks for your interest in the Client Service Associate (LAM) position. Unfortunately this position has been closed but you can search our 62 open jobs by clicking here.

• 2-5 years of experience at an asset management or wealth management firm

• Proven record of academic achievement, preferably with a concentration in Finance, Business Administration, or Marketing

• Strong quantitative and qualitative reasoning ability, with the capacity to understand inner workings of investment strategies and represent them in appropriate detail to an audience

• Self-starter with strong attention to detail and follow-through

• Ability to think independently and formulate sound conclusions

• Proven ability to multi-task

• Excellent writing/editing skills

• Strong verbal communications skills and comfort engaging all levels of firm management

• Series 7 & 66 are preferred, but not required.  Once hired, Series 7, 66, and 31 must be obtained within 4 months

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