Manage trade submissions, confirmations, and documentation. Assist in maintaining data presented across the Investment Technology platform to provide clients and internal users with a current and accurate financial picture. Essential Functions. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Perform timely and accurate execution of trades as submitted by financial advisors and cl...
This posting is open to local candidates only. . Summary. Be the first and last line of defense related to clients' welfare while assisting Investment Advisors in providing the highest level of service during all stages of the relationship. . Essential Functions. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. . Provide service to clients in a professional and timely manner in re...
