Sr. Client Service Associate managing client onboarding and support for Wealth Enhancement firm. Facilitating client experience and administrative tasks in a hybrid work environment.
About the role
- Analyst providing sales and trading support for TD Securities' Westminster Research. Work closely with Sales and Operations teams in a team-oriented environment.
Responsibilities
- Provide support to Westminster's Sales and Operations teams
- Respond to client inquiries via phone and e-mail communications
- Communicate with external broker-dealers to reconcile trades and resolve breaks
- Work on projects as directed by Sales and Client Service teams
- Manage key data analytics and internal business systems
Requirements
- Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics
- Series 7 and 63
- 0-3 years of related experience
- 3+ Years of related experience or specialized training / equivalent work experience preferred
- Strong communication, analytical and problem solving skills
- Ability to work independently with minimal supervision
- Proficient in Microsoft Office applications, especially Excel.
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Professional development opportunities
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