Skip to main content
Detail-oriented and customer-focused, the full-time Junior Investment Operations Associate will manage high-volume operational queues, execute core operations, and facilitate asset movement in a remote environment.
Key responsibilities: Manage and resolve a high volume of daily customer emails and operational cases, ensuring accuracy and professionalism Process ACH disputes and handle incoming inquiries regarding asset transfers and verifications Assist customers with account updates and complex inquiries while supporting the Risk team in investigating account security issuesRequired qualifications 0-2 years of experience in investment, banking, or financial operations Exceptional attention to detail with a commitment to high-quality execution Strong customer-centric mindset and passion for solving financial issues Excellent written and verbal communication skills Ability to manage multiple priorities in a fast-paced environment

Also on the board Same function, level within a rung

Level

Mid

Location

New York, NY

Occupation

Financial Clerks, All Other

Industry

Portfolio Management and Investment Advice

Posted

3 days ago

Apply for this role (opens in a new tab)