Analyst/associate - Centralized Business Services

Nbnaturalbeauty

Base: $60,000-$80,000; bonus/equity: not specified...
Hybrid
Kyc data gathering
Account maintenance requests
Excellent communication skills
The Private Client Service Associate will provide onboarding and client service support to various teams

Job Summary

  • The Private Client Service Associate will provide onboarding and client service support to various teams.
  • Responsibilities include coordinating with management teams and processing account maintenance requests.
  • The position offers a salary range of $60,000-$80,000 and a comprehensive benefits package.

Matching Summary

The Private Client Service Associate will provide onboarding and client service support to various teams.

Salary

Base: $60,000-$80,000; Bonus/Equity: Not specified; Benefits: comprehensive package including medical/dental/vision insurance

Skills & Requirements

Must-have

  • KYC data gathering
  • account maintenance requests
  • excellent communication skills

Nice-to-have

  • strong client service skills
  • ability to prioritize workload
  • well organized with attention to detail

Key Requirements

  • Undergraduate degree
  • Series 7 and 66 licenses
  • relevant financial services experience

Work Rights

Not specified

Tailored Resume

Cover Letter