Be Seen First
Wealth Management Client Service Associate
Dublin, OH · On-site
$40K - $60K/yr
Be Seen First
Dublin, OH · On-site
$40K - $60K/yr
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An investment associate works with investment analysts to perform a wide range of duties necessary for managing the investments of corporations and municipalities. As an investment associate, your responsibilities are to review the financial data and potential investments of a company to strategize the best plan to increase profits. You may help a client with buying stock, perform risk analysis, review a client’s portfolio, compile and interpret financial data, and assist with corporate mergers. Due to the varied nature of a client’s needs, your responsibilities also vary depending on the account.
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