Sales Associate


New York, NY

What you'll be doing

Under general supervision, the person will use advanced skills gained through training and experience to support financial advisors and provide customers with quality service. Sales Associate will Follow established procedures to accomplish routine tasks and receives general guidance and direction to execute other work with substantial variety and complexity requiring limited decision making responsibility. She/he will be chargeable for building daily contact with internal and external customers to achieve, clarify or provide facts and information. Moreover the person will make sure that required client paperwork is current with firm and industry requirements, policies and procedures.

What your background should be

5 or more years of industry service experience

Required Schooling / Training

High school diploma

Who is the client company

Provides financial services to individuals, corporations and municipalities through its subsidiary companies that engage primarily in investment and financial planning, in addition to investment banking and asset management.
If you are interested in this position, send your resume to