Trade & Client Services Associate (Series 7/63/66)

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

Job summary

CitiStaffing in New York, NY seeks an investment operations associate responsible for high touch client service, establishing new accounts, trade processing and allocations, interfacing with Trading and Compliance. Series 7/63/66 licenses are required; candidates must be proficient with a Portfolio Management System (PMS) and Microsoft Excel, with relevant experience.

This role offers exposure to a fast-paced market environment and opportunities for advancement, requiring meticulous trading

Qualifications

• Series 7/63/66 licenses required.
• Proficiency with a Portfolio Management System (PMS).
• Strong Excel skills and technology fluency.

Responsibilities

• High touch client service.
• Establishing new accounts.
• Trade processing and trade allocations.
• Regular interaction with Trading and Compliance.
• Must follow market movements and regulations.

Skills

PMS

Microsoft Excel

Client service

Tools

Microsoft Excel

Job description

CitiStaffing in New York, NY seeks an investment operations associate responsible for high touch client service, establishing new accounts, trade processing and allocations, interfacing with Trading and Compliance. Series 7/63/66 licenses are required; candidates must be proficient with a Portfolio Management System (PMS) and Microsoft Excel, with relevant experience.

This role offers exposure to a fast-paced market environment and opportunities for advancement, requiring meticulous trading