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Investment Operations Associate

The Planet Group

The Planet Group is seeking a detail-oriented Client Service Associate to support a growing investment services team. This role is ideal for someone with experience in financial services operations who enjoys process-driven work and thrives in a fast-paced, collaborative environment. Responsibilities include processing new account openings, maintaining accounts, and handling change requests, plus supporting cash withdrawals, account updates, and other operational transactions; reviewing client #J-18808-Ljbffr

Vacancy posted 14 hours ago
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