Asset Management - Global Liquidity Client Account Analyst
On-site · Columbus, Ohio, United States
Job Summary
Global Liquidity Client Account Analyst responsible for monitoring cash flows, processing client transactions, settlements and reconciliations, and handling client requests with independent judgment. You will support online Trading and Account Management platforms, troubleshoot access issues, and escalate problems to Client Account Managers as needed. Strong communication, relationship-building, problem-solving, and attention to detail are essential in delivering high-quality service to financial intermediaries and corporate investors. Bachelor's degree required; FINRA Series 7 and Series 63 licenses are required within 90 days of start date (unlicensed candidates may be considered).
Required Qualifications
- Bachelor's Degree
- FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
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