About this role
Client Analyst at Nb. Location: New York, New York, United States. Role: supporting team, creating presentations, coordinating rfps Requirements: 1–2 years professional experience, undergraduate degree in finance/economics preferred, proficiency in Microsoft Office and CRM, strong analytical and communication skills, and required to obtain SIE, Series 7, 66 and 31 within first year. Category: Business Development Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM Certifications: sie, series 7, series 66, series 31, caia, cfa Commitment: Full Time Workplace: Hybrid Languages: English