virtual vocationsNew York, NY
Junior Investment Operations Associate
Junior Investment Operations Associate
Junior Investment Operations Associate
virtual vocationsNew York, NY
3 days ago
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role (opens in a new tab)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