Entry Level Brokerage Operations

Our client is a financial services leader with a major presence in Westchester. They currently have several entry level positions in their brokerage operations group. The purpose of this position is to act as a liaison between the Financial Advisors and the Portfolio Management/Operations group. Responsibilities to include opening and maintaining client accounts, monitoring transfers of assets into and out of the firm, as well as contacting brokerage firms and transfer agents for research/problem solving. Candidate should be detail oriented and possess strong interpersonal and written/oral communication skills. BA/BS in Finance/Economics required. For immediate consideration and to set up an interview, email your resume as an MS Word attachment to