About this role
Associate at Abglobal. Location: Cleveland, Ohio, United States. Role: supporting advisors, building relationships, analyzing portfolios Requirements: Bachelor's degree required; strong analytical and communication skills, proficiency with Microsoft Word and Excel, client-focused and detail-oriented. 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