Portfolio Associate, Private Wealth — Trade Ops & Client Service

CitiStaffing, LLC; New York (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

CitiStaffing, LLC client is seeking a Portfolio Associate to join their team. This position supports the Portfolio Manager with high-touch client service, account establishment, and trade processing and allocations.

The role requires regular interaction with Trading and Compliance and a strong workflow to follow market movements. Series 7/63/66 are required, and strong Excel skills plus PMS technology familiarity are essential.

Qualifications

• Series 7, 63 or 66 required.
• Proficient with PMS and Microsoft Excel.
• Experience in portfolio support activities.

Responsibilities

• Provide high-touch client service.
• Establish new accounts and support onboarding.
• Process and allocate trades.
• Interface with Trading and Compliance functions.
• Stay aligned with market movements.

Skills

Client service

Trade processing

PMS software

Excel

Education

FINRA Series 7/63/66

Job description

CitiStaffing, LLC client is seeking a Portfolio Associate to join their team. This position supports the Portfolio Manager with high-touch client service, account establishment, and trade processing and allocations.

The role requires regular interaction with Trading and Compliance and a strong workflow to follow market movements. Series 7/63/66 are required, and strong Excel skills plus PMS technology familiarity are essential.