[Stargate] OT: Account Management Associate - Houston, TX
Mike C. Baker
mikecbaker at verizon.net
Tue Jul 10 16:56:46 PDT 2012
Received from a recruiter I know - replies/resumes to
emily at brokerageconsultants.com if you wish
Amra / Mike / Kihe
currently resident in Steppes
--------------------------------------------------
From: "Emily Andrews" <emily at brokerageconsultants.com>
Sent: Monday, July 09, 2012 6:11 PM
To: <mikecbaker at verizon.net>
Subject: Account Management Associate - Houston, TX
> Hello,
>
> I'm with BCI and was curious if you or someone from your network might be
> interested in this opportunity:
>
> Title: Account Management Associate / 0783-003-111
> Location: Houston, TX
> Compensation: Commensurate with experience
>
> Summary/Responsibilities:
> Prepares presentation materials for client meetings/correspondence
> Handles brokerage account administration: new accounts, transfers, etc.
> Performs portfolio mgmt. employing the firm's structured approach to
> investing
>
> Requirements:
> College degree and a minimum of two (2) years financial services industry
> experience
> Professional presentation; excellent organization and time management
> skills
> Strong analytical skills with a strict attention to accuracy and details
> Solid writing, listening, and communication skills
> Excellent computer skills: MS Office suite and ability to learn new
> software as needed
> Strong client service orientation
> Ability to work effectively both independently as well as part of a team
> in a small organization
> FINRA Series 65 or ability to obtain license within 3 months of hiring
> preferred
>
> If you are interested in this opening, please email us a copy of your
> resume as an MS Word attachment.
>
> Thank you,
>
> Emily Andrews
> BCI - Financial Services Recruiting
> 10 S. Wacker Dr., Suite 1250
> Chicago, IL 60606
> 312-460-8111 x 106
> emily at brokerageconsultants.com
> www.brokerageconsultants.com
More information about the Stargate
mailing list