About this role
Client Associate at Nb. Location: New York, New York, United States. Role: serving clients, processing accounts, executing trades Requirements: Bachelor's degree, 2+ years' experience; SIE, Series 7 & 66 required or obtainable; client-facing onboarding/account maintenance, KYC, transfers, reporting; backup equity trading using Charles River and Aladdin; Microsoft Office proficiency. Category: Finance and Accounting Seniority: Entry Level Tools: Charles River, Aladdin, eClient, Microsoft Word, Microsoft Excel, Microsoft PowerPoint Certifications: sie, series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English