Remote Investment Operations Associate: Portfolio & Client Services
dynamic advisor solutionsPhoenix, AZ
Remote Investment Operations Associate: Portfolio & Client Services
dynamic advisor solutionsPhoenix, AZMid L4
Financial and Investment AnalystsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund Managers
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous Intermediation
APPLY NOW (opens in a new tab)A financial services firm is seeking a highly organized Investment Operations Associate in Phoenix, AZ. This role involves providing support for client portfolios, ensuring data accuracy, and collaborating closely with advisors. Candidates should have a bachelor's degree in finance/business, strong communication skills, and 1-2 years of experience in the financial sector. The company values diversity and offers a comprehensive benefits package including medical, dental, and retirement options.
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Level
Mid L4
Location
Phoenix, AZ
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
5 days ago