About this role
Wealth Management Client Associate at Ghr. Location: Lynbrook, New York, United States. Role: serving clients, supporting advisors, handling requests Requirements: Client-service focused associate supporting Financial Advisors; high school diploma/GED required; ability to learn platforms; desirable FINRA SIE/Series 7/66/63/65; strong communication and computer skills. Category: Customer Service Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce Certifications: sie, series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Onsite Languages: English