Brokerage Ops Specialist - Accounts, Transfers & Funding
TIAA
TIAA is seeking an Operations Analyst in Charlotte to support opening, funding and maintenance of discretionary managed, fee-based and self-directed accounts. You will operate with limited supervision, aligning with regulatory policies and understanding financial impacts of operations and trading activities. Key responsibilities include processing openings and transfers, deposits, and timely completion of brokerage operations while collaborating with teams to meet productivity goals. #J-18808-Ljbffr TIAA
Vacancy posted 19 hours ago
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