Analysts provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior bankers. Analysts serve as the second or third person on client relationships and begin to undertake extensive direct contact with clients and outside consultants. A strong desir

Under immediate supervision, Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communic

Set up, organize, and maintain paper and electronic filing systems for expenses, correspondence, and other material, including off site storage, as needed in a logical and easily retrievable manner. Make all travel arrangements for assigned business groups/sectors via the online system per Firm and department policy. Process all expense reports via the Corporate Accountin