WHAT YOU'LL DO The Associate Portfolio Manager, Trading works with Wealth Advisors, Associates, and the Investment Team to monitor and invest client accounts. This position executes stock, mutual fund and fixed income trades to invest cash, raise cash, and rebalance accounts according to established guidelines. This position also monitors accounts, performs periodic compliance reviews and recommends or takes corrective actions when appropriate. WHAT YOU'LL BRING Knowledge of: Strong oral and written communication skills Strong attention to detail Ability to: Provide a high level of customer service Work independently and perform duties under frequent time pressure
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