Client-First Service Associate - Trading (Series 7/63)
A leading financial services firm in New York seeks a Service Associate to provide exceptional client support. The role involves addressing account issues via inbound and outbound communications, executing trades, and ensuring compliance with business standards. Ideal candidates will have at least three years of financial services experience and possess effective customer service skills. This position offers a hybrid work environment with a focus on supporting client needs while maintaining a positive experience.
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