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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-

Vacancy posted 1 day ago
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