Client Associate

The Client Order Management Associate will be expected to undertake a wide range of functions. In placing emphasis on risk and quality control, the Associate will contribute to strengthening COM's service offering, through challenging and volunteering solutions. In addition to providing flexible support within the team, contribution to projects will also be expected.

• Able to meet deadlines, functioning effectively and prioritizing multiple tasks simultaneously in a fast paced environment.
• Able to work independently on assigned tasks and assume additional responsibilities with minimal guidance.
• Demonstrate excellent attention to detail, deliverables are accurate and competently prepared.
• Demonstrate a desire to develop skills, working with your team and manager to expand your expertise.
• You are confident in volunteering solutions, taking into account other individual's ideas and views in your approach.
• May serve as a coach or provide guidance to less experienced team members.
• Possess a positive 'get the job done' attitude, displaying a flexible approach to an ever changing environment.
• Demonstrate a high proficiency in the core systems supporting your team and an aptitude for learning new applications.
• Actively contribute to the success of projects executed within the team.
• Process client trade instructions, and reconcile accounts to ensure instructions were followed properly.
• Implement process changes with external and internal team members.

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.