Client Service Representative
- $45,000 to $60,000 Yearly
- Full-Time
Ritholtz Wealth Management, a national Registered Investment Advisory firm headquartered in NYC, is looking for an experienced client service representative.
A minium of 2 years experience in a similar role with either an RIA / Brokerage / Investment Firm is an absolute requirement.
Experience with Fidelity's Wealthscape platform is preferred. Experience with at least one of the major custodians is a must (Charles Schwab, TD Ameritrade Institutional, etc.) Experience with Salesforce.com and NetDocs is a plus.
Address
Ritholtz Wealth Management
24 West 40th Street NY NY 10018
New York, NYIndustry
Business
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