- Red Bank, New Jersey, United States
- Full-time
- $55K–$75K per year
- 3–5 years
Registered Client Associate
Compensation
The indicative gross base salary range as a full-time equivalent role: United States - New Jersey - Red Bank min USD 55000 - max USD 75000 /annum
Responsibilities
- keep management systems up-to-date with client information
- educate clients on account services and capabilities
- help with the preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- plan team marketing events and maintain marketing materials
Requirements
- Bachelor degree
- Nice to have: Bachelor degree in Finance
- Nice to have: Fluent Spanish
