Associate, Client Engagement Group (Institutional Sales)
Remote · Phoenix, Arizona, United States or United States
Phoenix, Arizona, United States or United StatesRemoteFull TimeMid LevelBachelors DegreeLarge
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Large
Job Summary
CIM Group seeks an Associate for the Client Engagement Group to manage activities across the Institutional Client Group team. Responsibilities include handling investor inquiries, project management, and collaboration with various internal teams. Requires a Bachelor's degree and active FINRA licenses.
Required Qualifications
- Bachelor's Degree or equivalent experience
- Active Series 7 and 63 FINRA licenses
Desired Qualifications
- Strong interpersonal and communication skills
- Collaborative mindset
- Adaptable and flexible in response to changing priorities
- Ability to demonstrate sound initiatives
- Proficient in Excel, Word, Salesforce, and other Microsoft Office products
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