SMA Operations Associate (Finance)
Company: Merit Personnel & Consulting
Location: New York
Posted on: March 4, 2025
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Job Description:
Location: Newport Beach, CA or New York, NY Rate: $30-40/hr
(DOE) Experience: 1-3 years - The Team: We have a diverse,
hardworking and collegial team of professionals representing
different levels of experience across the financial services and
asset management industry. Our team environment promotes open
communication, ability to collaborate on special projects,
opportunities to be challenged while honing your skill set along
the way. As a member of our SMA Operations team you'll have the
unique opportunity to partner with our Account Managers who lead
all aspects of our client relationships and SEI Investments Company
our back-office service provider. We're committed to the success of
our Associates and will provide you with comprehensive training and
mentorship from our experienced staff. In addition, you'll have an
opportunity for career growth in our dynamic team that we describe
as the gold standard in client service. The Opportunity: As a " SMA
Operations Associate" , you will play an integral role in servicing
our Separately Managed Account (SMA) business, providing the
highest quality support relating to new accounts supervision, and
delivering "best in class" service by:
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Keywords: Merit Personnel & Consulting, New York , SMA Operations Associate (Finance), Accounting, Auditing , New York, New York
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