Are you incredibly organized with an eye for detail? Are you a skilled multitasker?

We’re looking for a Client Associate to:

• carry out cash management functions, process securities and correspondence, keep records and perform margin activities
• greet and assist clients and visitors to the branch, providing exceptional service
• conduct trade processing and handle financial advisor corrections
• create strong partnerships, cultivating relationships with assigned financial advisors and coordinating with the operations function
• maintain risk awareness and regulatory knowledge