Finuvia LLC

Client Service Associate – Irvine, CA

Job Number:

202003001102

POSTING DATE: March 19, 2020

PRIMARY LOCATION: Americas-United States of America-California-Irvine

EDUCATION LEVEL: Bachelor's Degree

JOB: Investment Banking

EMPLOYMENT TYPE: Full Time

JOB LEVEL: Associate

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Description: 

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Client Service Associate to:

• keep management systems up to date with client information

• educate clients on account services and capabilities

• help with preparation of reports and other materials for client meetings

• collect the right documentation for opening new accounts and service requests

• plan team marketing events and maintain marketing materials

• provide the team with a detailed calendar of activities

Your team

You will be working in the PMI Irvine Office on the China Hong Kong Connect High Net Worth Team.

Your expertise
 

• series 7 and series 66 licensed and Chinese Speaking would be an asset

• ideally 2+ years industry experience

• Bachelor’s degree or equivalent

• excellent communicator with a positive attitude

• detail oriented (nothing gets past you)

• proficient in Microsoft Office Suite