About this role
Senior Investment Service Associate at World Insurance Associates, LLC.. Location: Iselin, New Jersey, United States. Role: serving advisors, managing accounts, resolving issues Requirements: Bachelor's or equivalent wealth management experience, 3+ years industry experience, strong client communication, multitasking and problem-solving; familiarity with alternative investments and wealth platforms preferred. Category: Finance and Accounting Seniority: Mid Level Tools: iCapital, Vestmark, Envestnet, Orion, AssetMark, WorldMAP Certifications: series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Remote Languages: English