About this role
Client Associate at Nb. Location: Singapore. Role: providing support, maintaining accounts, managing transactions Requirements: Undergraduate degree and 2+ years client service/support in financial services; Series 7 and 66 required within 180 days; Salesforce and Microsoft Office proficiency; strong communication, organization, and wealth management knowledge. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office, Salesforce Certifications: series 7, series 66, cfa, cfp, cima, mba Commitment: Full Time Workplace: Onsite Languages: English