dynamic advisor solutionsPhoenix, AZ
Remote Investment Operations Associate: Portfolio & Client Services
Remote Investment Operations Associate: Portfolio & Client Services
Remote Investment Operations Associate: Portfolio & Client Services
dynamic advisor solutionsPhoenix, AZ
4 days ago
Financial and Investment AnalystsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund Managers
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous Intermediation
Apply for this role (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.
Also on the board Same function, level within a rung
Level
Mid
Location
Phoenix, AZ
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
4 days ago