Lead Mutual Fund Accounts Specialist
Fwainvest
Fwainvest is seeking a Mutual Fund Account Services Specialist (Team Lead) in the Town of Florida, NY. This hybrid role requires the execution of banking transactions and training new associates while driving departmental projects. Ideal candidates will have a Bachelor's degree in Accounting, Business Administration, or Finance, with experience in investment concepts and customer relations. Responsibilities include managing associate performance, ensuring compliance with policies, and operational support. #J-18808-Ljbffr Fwainvest
Vacancy posted 19 hours ago
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