About this role
Sales Associate / Client Service Associate – Wealth Management at Jefferies. Location: New York, New York, United States. Role: providing service, supporting advisors, coordinating onboarding Requirements: Provide high-touch client service and sales/trading support to wealth management teams; assist with onboarding, KYC, account administration, trading workflows (including 10b5-1), and prepare client materials. Bachelor's required; 1–5 years relevant experience; SIE/Series licenses preferred; Microsoft Office proficiency. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, eMoney, MoneyGuidePro, FactSet, Bloomberg, Pershing NetX360, Addepar, Black Diamond, Advent Certifications: sie, series 7, series 63, series 65, series 66 Commitment: Full Time Workplace: Onsite Languages: English