Instiutional Equity Sales Associate series 7,Series 63 - Midtown East, United States - ASCEND HIRE INC

ASCEND HIRE INC Midtown East, United States

2 weeks ago

Description

Job Description

Our client an Global investment firm for the New York City office, is seeking an exceptional individual to join their Portfolio Management team. This role offers the opportunity to oversee more than $1B in managed high-net-worth client accounts, a task that requires a high level of client service skills and expertise. In this highly visible role, you'll be working alongside a dynamic group, including Partners, Portfolio Associates, and a Research Analyst. Team cohesion is paramount at this firm, making your fit with them essential. An active Series 7 license is a must.

Specific Responsibilities:

Address client inquiries and troubleshoot issues effectively Provide expert advice on account-related matters

Prepare client materials for account review meetings Analyze data for portfolio positioning

Collaborate with the team on investment decisions Execute trading programs with precision and attention to detail

Collaborate with Shared Services teams for seamless client administration, Utilize technology to streamline processes and enhance team performance, Demonstrate ownership and initiative in daily tasks and projects

Ensure accuracy in billing and account maintenance

What You'll Bring:

BA / BS degree

2-4 years of financial services industry experience (wealth management experience highly preferred)

An active Series 7 license is a must

Strong organizational skills and attention to detail

Proficiency in technology, including PMS, CRM, and Microsoft Excel

Intellectual curiosity and a proactive mindset, Detail-oriented and highly organized mindset

Proactive communication and problem-solving skills, Ability to build strong relationships with clients and colleague

Efficient performance under pressure in a fast-paced environment

What They Offer:

Competitive base salary range of $90k-$100k (DOE) plus discretionary bonus

A unique team structure fostering collaboration and growth

Opportunities to leverage cutting-edge technology for enhanced performance

A supportive environment where you'll be challenged and empowered to drive organizational progress

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