About this role
Associate at Abglobal. Location: San Francisco, California, United States. Role: building relationships, providing support, analyzing portfolios Requirements: Bachelor's degree required; strong analytical and communication skills; proficiency in Microsoft Word and Excel; client-service orientation and ability to multi-task. 1-2 years client service experience preferred. Firm will sponsor required securities exams. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel Certifications: sie, series 7, series 63 Commitment: Full Time Workplace: Onsite Languages: English