Senior Wealth Ops Associate: Trading & Client Service
Fortune Financial
Fortune Financial in Minnesota is seeking a Senior Operations Associate to ensure precise execution of client-related processes, support investment operations, and deliver exceptional client service. You will help manage accounts, process transfers, and coordinate with custodians to keep trading and operations compliant and efficient. The role requires at least 2+ years in financial services and active Series 7 plus 63/65/66 licenses, with strong organization and communication skills to thrive #J-18808-Ljbffr Fortune Financial
Vacancy posted 1 day ago
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