Address
Form of workAre you incredibly organized with an eye for detail? Are you a skilled multitasker?
We're looking for a branch Service Associate to:
carry out cash management functions, process securities and correspondence, keep records and perform margin activities
greet and assist clients and visitors to the branch, providing exceptional service
conduct trade processing and handle financial advisor corrections
maintain the new account process for the branch
create strong partnerships, cultivating relationships with assigned financial advisors and coordinating with the operations function
maintain risk awareness and regulatory knowledge
