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- Assist FAs in opening new accounts, tracking the money movement
- Client management - answering questions regarding accounts, policies, etc.
- Daily activity - reconciliations, transfers, review, etc.
- Paperwork and documentation to meet and maintain compliance standards
- SIE license; Series 7 is a plus
- 1+ years of CSA experience
Client Services Associate - Memphis, United States - Ascendo Resources
Description
Join a renowned broker-dealer as a Client Service Associate
*This role is fully on-site in Memphis, TN. There is a clear track for growth within the firm
Job responsibilities:
Requirements:
Ascendo is a certified minority owned staffing firm, we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, retaliation, parental status, military service or any non-merit factor.