Investment Operations Specialist for UHNW Client Accounts
Cain-Watters-
Cain Watters & Associates seeks an Investment Operations Specialist to coordinate, implement, and maintain investment account openings and service requests, while handling confidential client information. The role requires college in business, investment experience, and excellent communication, with on-site and some remote work flexibility. Key duties include processing new account paperwork, account maintenance, and collaboration with custodians, planners, and clients. #J-18808-Ljbffr Cain-Watters-
$65k - $80k
...Investment Operations Specialist Reporting to the Investment Operations Manager, the Investment Operations... ...implementing and maintaining all investment account openings, and service requests, while maintaining confidentiality of client information. Essential Functions...AccountsFull timeTemporary workWork at officeImmediate startRemote workMonday to FridayDay shift- ...Watters & Associates in Frisco, TX seeks an Investment Operations Specialist to coordinate, implement and maintain investment account openings and service requests. This role... ...collaborating with planning teams, custodians, and clients in person when needed. The ideal candidate...AccountsRemote job
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- ...experience to process money movement of client funds. General instructions and procedures... .... Assists with opening client accounts by properly completing and submitting required... ...supplies. Cross-trains and assists with other operational functions as required. Performs other...AccountsWork experience placementWork at officeHome office
- ...an enthusiasm for helping our clients, building relationships, and... ...diversity and inclusion.As an Investment Professional (Licensed,... ...clients with their brokerage accounts, to help them reach their financial... ...into any of the department operating hours. Candidate may be required...AccountsWork at officeLocal areaRemote workMonday to Friday3 days per week
- Client Operations Manager Cushman and Wakefield Frisco, TX Job Title Client Operations Manager Job Description Summary Responsible... ...expenditures, work requests, and operational decisions to ensure accountability and adherence to budgets. Collaborate with client...AccountsMinimum wageLocal areaFlexible hours
- Stifel Financial Corp. is seeking a Client Services Associate in Frisco, TX to assist Financial Advisors with opening and maintaining client accounts and handling administrative tasks. The role involves customer service, data entry, and coordination of client documentation...Accounts
- JPMorganChase Wealth Management seeks an Investment Professional to assist clients with brokerage accounts and guide them toward financial goals. The role requires licensing within 90 days and a strong compliance mindset. You will discuss IRAs and initiate trades, delivering...AccountsWork at officeRemote work
- ...Job Description Job Description Position Summary The Operations Support Specialist is responsible for supporting the day-to-day operations of consumer and commercial client accounts while ensuring accuracy, and compliance with bank policies and regulatory requirements...AccountsFull timeWork at officeMonday to Friday
$49.5k - $118.99k
...Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major... ...Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals...AccountsWork at officeLocal areaWorldwide- ...Job Description Job Description We are seeking a detail-oriented Client Account Operations Associate to support a fast-paced financial services team. This role focuses on reviewing client accounts, analyzing account information, researching details, and coordinating...AccountsSummer workInternshipMonday to Friday
- ...Full Time, Permanent Opportunity for Investment Officer (Must be local to DFW) Catalyst... ...Success in this role requires proactive client engagement through phone calls, emails,... .... Strategically manage assigned accounts to increase Catalyst's market share and...AccountsPermanent employmentFull timeTemporary workCasual workWork at officeLocal areaFlexible hours
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- ...day-to-day reconciliation and trade activities for Alternative Investments. Responsibilities include refining exchange transactions,... ...Action Events, and solving complex issues relating to customer accounts. The role requires effective communication with various teams...Accounts
- ...advisory and technology for our clients. We are committed to hiring... ...job involves:As a Project Operations Specialist, you will serve as the single point of accountability for the financial and administrative... ...provider of real estate and investment management services. We take...AccountsFull timeWork at office
- Claims Finance Specialist - Contract to Hire Job Category : Corporate / Administration Requisition... ...of request for funds (RFFs) for clients based on schedule or delivery. Submission... ...the reconciliation of the clients funding accounts. Provide low balance client account...AccountsFull timeContract workWork at office
- ...Project Operations SpecialistJLL empowers you to shape a brighter way.Our... ...advisory and technology for our clients. We are committed to hiring the... ...:As a Project Operations Specialist, you will serve as the single point of accountability for the financial and administrative...AccountsDaily paidWork at office
- ...Universal Banker to deliver exceptional client service while supporting branch teams across... .... Open, service, and maintain deposit accounts; process transactions; respond to client... ...relationships, assist with daily operations, and ensure compliance with policies and...Accounts
- ...the mat and putting it into practice in life. OVERVIEW The Operations Associate is critical in the store team and is responsible for... ...metrics to support business-driving strategies Resolve client needs quickly & effectively ensuring customer satisfaction Identify...Full timePart timeWork experience placementLocal areaShift workWeekend work
$20 - $24 per hour
Description These Operational support individuals will ensure all labor services required... ...Troubleshooting, NetSuite, PO's, Invoicing, Accounting codes, vendor management Top Skills... ...re partners in transformation. We help clients activate ideas and solutions to take advantage...AccountsContract workTemporary workFor contractors- JPMorganChase Wealth Management is seeking an Investment Professional to assist clients with brokerage accounts and retirement accounts, delivering exceptional service by phone. You will process trades, respond to inquiries, and collaborate with partners to deepen client...AccountsShift work
$57.2k - $108.8k
...market leading businesses, world-class operations and investments in research and development, we... ...defense. The Industrial Security Specialist will support the Document Control team... ...pertain to collateral closed areas and accountability for classified materials. To include...AccountsTemporary workWork experience placementWork at officeRemote workRelocation packageFlexible hoursShift work$24 per hour
...Today, Trio Workforce Solutions empowers clients to centralize workforce strategy,... ...Create what’s next. Win together." The Operations Coordinator is responsible for owning and... ...across teams and stakeholders Maintain accountability for process accuracy, timelines, and deliverables...Hourly payLocumWork at officeRemote workFlexible hoursShift work- ...to perform a broad range of consumer banking duties, including opening and maintaining checking and savings accounts, handling time deposits, and assisting clients with inquiries. You will collaborate with the Teller Supervisor to develop staff, identify sales...Accounts
- Atlas Advisory Group, a boutique wealth management firm, located in Plano, TX, seeks a Client Relationship Associate to help drive client success and operational excellence. The role focuses on client communications, event coordination, new client onboarding, and compliance...Work at officeRelocation
- ...Description Job Description: Title: Senior Account Associate - Commercial Lines Work Mode: Remote: Eastern and Central... ...~ Policy Management: Track policy expirations for existing clients, ensuring renewals are processed accurately and on time....AccountsContract workFor contractorsRemote work
- ...checking, savings, time deposits, and basic loans. You will assist clients with inquiries, resolve issues, and support cross-selling of... .... Ideal candidates have a High school diploma, zero to three years in new accounts, and strong #J-18808-Ljbffr Prosperity BankAccountsFull time
- Weston Solutions, Inc. seeks a strategic Client Account Director/Regional Leader for its Commercial, State and Local business in Texas. You will set statewide market strategy, deepen priority client relationships, build a durable pipeline, and connect Weston’s capabilities...AccountsLocal area
- Become part of a client-facing team supporting Commercial Term Lending originations by... ...timely, accurate submissions and reduce operational risk!As a Client Service - Transaction Coordinator... ...200 years and today we are a leader in investment banking, consumer and small business...Work at office
- ...culture that puts its clients and associates first:... ...of client accounts and records, performs... ...branch office. Perform operational or administrative functions... ...discuss products or investments beyond a point that the... ...managers, marketing specialists, developers, bankers,...AccountsWork at officeImmediate start
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