Help! Am I making a mistake? Ops to Client Reporting/Services
Hello everyone,
First post here, hopefully you guys can help.
I've been a fund accountant for the past 4.5 years at a mid-sized Asset Management firm working on fund of funds. I really don't see this as a long-term career and hope to one day move to front office.
3 months ago, I informed our COO that I was interested in doing something different. There's a opening on the Client Relations team doing client reporting/servicing and would allow me to get my Series 7 and 66 and they really want me to move
Is this a good or bad move for me? Should I take the position, get certified in hopes of opening other doors down the line?
Will a Series 7 and 66 license look good on my resume?
Thanks so much.
Beats what you are doing now... Start working on your CFA and network. Maybe MBA down the road if all that doesn't work out.
personally I dont think it's that much of a move-up going from an operational position to another one.
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