Description and requirements: Responsible for all aspects of client servicing, which involves heavy client interaction and problem solving for high net worth prospects, clients and intermediaries. Provide analytical and support functions such as portfolio analysis, account creation, maintenance and reconciliation, account transactions, special projects and preparation of marketing presentations. General office management skills are required and include phone coverage, correspondence, database maintenance and financial reporting. Training involves both classroom as well as on the job exposure to products, services, procedures and policies, in addition to continuing education on various industry/economic events and market issues.

Qualifications:

Bachelors Degree is required and FINRA Licenses 7 and 63 (or 66) are preferred. Candidate must possess strong analytical, written/verbal communication, organizational and computer skills. Must be bright, energetic, detail-oriented, able to work well under pressure and be a team player.

Contact information: hgasperini@tennisongrp.com