StaffAttract
  • Login
  • Create Account
  • Products
    • Private Ad Placement
    • Reports Management
    • Publisher Monetization
    • Search Jobs
  • About Us
  • Contact Us
  • Unsubscribe

Login

Forgot Password?

Create Account

Job title, industry, keywords, etc.
City, State or Postcode

Portfolio Associate - Private Wealth Mgmt - MUST be ...

CitiStaffing - New York City, NY

Apply Now

Job Description

Portfolio AssociateJob responsibilities include high touch client service, establishing new accounts, trade processing and trade allocations, interfacing regularly with Trading, Compliance. Must follow the markets.SERIES 7, 63 or 66 required. Facility with technology, including using a PMS, and, strong Microsoft Excel skills required. Candidate will have an excellent opportunity to advance in this role. Must have relevant experience.

Created: 2026-05-09

➤
Footer Logo
Privacy Policy | Terms & Conditions | Contact Us | About Us
Designed, Developed and Maintained by: NextGen TechEdge Solutions Pvt. Ltd.