Investment Operations Specialist: Platform Onboarding
Concurrent
Concurrent in Tampa, FL seeks an Investment Operations Associate to support investment platform infrastructure and advisor processes within Operations. You will independently execute workflows across WealthSelect and SMArtX, handling account setup, trade monitoring, and data integrity. This role coordinates with Transitions, Operations, Compliance, Investments, and Technology teams to support platform adoption and advisor experience. Strong communication and detail orientation are essential. #J-18808-Ljbffr Concurrent
Vacancy posted 1 day ago
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