Setting up new relationships through opening/closing/transferring of accounts, assembling materials for prospect meetings, account conversions, and other general account maintenance, as well as communicating directly with clients/prospects, equity trading, serving as a liaison between traders, brokers, and the operations team as needed.Qualifications:Bachelor's DegreeMinimum of 1 year of industry experienceExperience in a Registered Investment Advisor firm or Financial Services firmStrong knowledge of ExcelWillingness/ability to become proficient with proprietary accounting & trading systemsExceptional attention to detail, strong organizational, written, and communications skills. Collaborative demeanor, team player a mustSelf-motivated, ability to juggle multiple projects as well as focus on primary tasksWillingness to enroll in the Claritas Program and other applicable educational courses#J-18808-Ljbffr