Service Associates perform operational support and oversight on behalf of the Market as well as general management support functions and special projects
Job Summary
Service Associates perform operational support and oversight on behalf of the Market as well as general management support functions and special projects.
The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals.
The Service Associate must have the ability to resolve problems using all available resources and escalate matters, as necessary.
Matching Summary
Service Associates perform operational support and oversight on behalf of the Market as well as general management support functions and special projects.
Skills & Requirements
Must-have
document maintenance
money movement
trade support
problem resolution
Microsoft Office products
client service skills
Nice-to-have
detail oriented
organizational skills
ability to prioritize
team player
fast-paced environment
Key Requirements
High School Diploma/Equivalency
College degree preferred
Industry experience is a plus
Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65