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Picton Mahoney Asset Management

Toronto, Canada

NEW! NEW!
Deutsche Bank

New York,

Deutsche Bank

New York,

State Street Corporation

Boston,

Goodman Masson

London, United Kingdom

State Street Corporation

Riyadh, Saudi Arabia

Alexander Ash Consulting

London, United Kingdom

PER, Private Equity Recruitment

Abu Dhabi, United Arab Emirates

PER, Private Equity Recruitment

London, United Kingdom

PER, Private Equity Recruitment

Munich, Germany

Selby Jennings

London, United Kingdom

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Client Service Associate
Job Description The Client Service Associate (CSA) is an integral part of the employee advisor or branch support; responsible for utilizing the client relationship model & turnkey tools to assist the advisor in building efficiencies, growing of their practice & in servicing clients by gathering & analyzing client data, helping prepare financial plans, working with clients to process transactions & trades & 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 as described by the advi


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