On-Site Investment Operations Specialist - New Business
Trajan Wealth LLC
Trajan Wealth LLC in Scottsdale, AZ, seeks a Client Services - New Business - Investment Specialist to accurately process all new investment account openings and ACAT transfers, and to coordinate investment-related service requests from submission through completion. This is an on-site role requiring an associate degree or higher, strong written and verbal communication, and excellent customer service. You will liaise with custodians and investment partners and ensure compliance with firm and #J-18808-Ljbffr Trajan Wealth LLC
Vacancy posted 1 day ago
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