Remote Investment Operations Associate: Portfolio & Client Services

Dynamic Advisor Solutions

Remote job

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. #J-18808-Ljbffr Dynamic Advisor Solutions

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Vacancy posted 2 days ago

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