Icb Coverage - Inbound Associate Banker

Barclays

New York, NY, US
Base: $75,000 - $125,000; bonus/equity: not specif...
Risk management and fraud awareness
Complaints handling and data integrity
Standard operating procedures compliance
This role serves as the primary point of contact for day-to-day client inquiries while delivering consistent, high-quality service

Job Summary

  • This role serves as the primary point of contact for day-to-day client inquiries while delivering consistent, high-quality service.
  • The position requires managing client relationships to identify financial goals and providing expert investment advice and risk management strategies.
  • Candidates must possess ample understanding of risk management, complaints handling, and fraud awareness to ensure audit-ready documentation.

Matching Summary

This role serves as the primary point of contact for day-to-day client inquiries while delivering consistent, high-quality service.

Salary

Base: $75,000 - $125,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Risk management and fraud awareness
  • Complaints handling and data integrity
  • Standard operating procedures compliance
  • High attention to detail for documentation

Nice-to-have

  • Excellent client-facing relationship skills
  • Strong organization and time management
  • Ability to prioritize in fast-paced environment
  • Professional service-oriented mindset

Key Requirements

  • FINRA registrations: SIE, Series 63, and 79 or willingness to obtain
  • Experience following standard operating procedures
  • Regulated by FINRA

Work Rights

Not specified

Tailored Resume

Cover Letter