Summary/Objective. Reporting to the Investment Operations Manager, the Investment Operations Client Support Specialist is responsible for onsite support related to coordinating and implementing all investment account openings, and service requests. Essential Functions. Process all new account paperwork for CWA recommended investment programs. Process all service requests for existing accounts on CWA recommended investment programs. Manage closing...
Summary/Objective. Reporting to the Investment Operations Manager, the Investment Operations Client Support Specialist is responsible for onsite support related to coordinating and implementing all investment account openings, and service requests. Essential Functions. Process all new account paperwork for CWA recommended investment programs. Process all service requests for existing accounts on CWA recommended investment programs. Manage closing...
Job Description. Job Description. We are seeking a highly organized and detail-oriented Investment Operations Specialist to join our dynamic team at Horizon Investments. In this crucial role, you will support our investment management operations by handling account openings, managing trading operations, and overseeing brokerage services. This position is ideal for a proactive individual with a solid foundation in the financial services industry, ...
This position will support the investment operations activities related to our closed block variable annuity business. The Investment Operations Specialist responsibilities include internal and external transfers of assets, onboarding of new assets, compliance reporting, physical security support, invoicing and budget projections for certain vendors, optimizing operational processes, and acting as a liaison across key relationships with external ...
Lead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm. We are helping our client in Davenport hire a, Investment Operations Specialist. COMPANY OVERVIEW. Our client's mission is to positively impact lives by fostering lifelong relationships with their clients. They provide personalized financial planning experiences, guiding individuals towards the realization of their financial goals and...
Lead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm. We are helping our client in New York City, hire an Investment Operations Specialist who will join their investment desk. This person will possess the required credentials (Series 7 & 63) and have at least 3 years of experience working within the financial planning industry. They are looking for highly motivated individuals who have a...
The Investment Operations Specialist will provide effective, efficient, and reliable analysis to the Chief Investment Officer (CIO) and Director, Investments. This position is an active participant in our sound portfolio-management strategy by providing the necessary data for our decision-making process. The specialist will deliver professional, superior customer service to all internal and external constituents. Essential Responsibilities. Lead ...
Job Title: Investment Operations Specialist. Location: West Side Flats., Saint Paul, Minnesota (55107). Duration: 5 Months. Shift Time: 1st Shift (8:00 AM to 5:00 PM). Notes. Hybrid - Minimum of 3 days per week in office required. Summary. Performs a variety of document processing and record keeping tasks associated with customer accounts that require a thorough knowledge of products and services in the USBI Account Services Brokerage Ops team. D...
Job Description. Employer. DWS Group. Title. Analyst - Investment Operations. Location. Jacksonville, Florida. Job Code. LI-LV2 #LI-01. About DWS. Today, markets face a whole new set of pressures - but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change. Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambiti...
