About this role
Client Associate at Nb. Location: Singapore. Role: managing transactions, liaising stakeholders, maintaining records Requirements: 2+ years client service/support in financial services, undergraduate degree, Series 7 and 66 required within 180 days, Microsoft Office and Salesforce proficiency preferred, strong communication, organization, and attention to detail. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office, Salesforce Certifications: series 7, series 66, cfa, cfp, cima Commitment: Full Time Workplace: Onsite Languages: English