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Picton Mahoney Asset Management

Ontario, Canada

Picton Mahoney Asset Management

Toronto, Canada

SimCorp

Toronto, Ontario, Canada

Goodman Masson

London, United Kingdom

State Street Corporation

London, United Kingdom

State Street Corporation

Toronto, Canada

PER, Private Equity Recruitment

Abu Dhabi, United Arab Emirates

Deutsche Bank

New York,

BNY Mellon

Manchester, United Kingdom

PER, Private Equity Recruitment

Munich, Germany

Harbor Capital Advisors

Boston, Massachusetts

HFG

London, United Kingdom

Oxford Knight

London, United Kingdom

State Street Corporation

Boston,

Oxford Knight

London, United Kingdom

Selby Jennings

London, United Kingdom

Goodman Masson

London, United Kingdom

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Registered Client Service Associate
Job Description Assigned to the employee advisor or branch, utilize the client relationship model & turnkey tools to assist advisors in servicing clients by gathering & analyzing client data, help prepare financial plans, work with clients, process transactions & trades for clients & other practice management tasks as needed. Provide general administrative/reception/operations support as needed in the branch. Responsibilities Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions. Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, create the agenda and summ


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