Investment Operations: Onboarding & Custodian Liaison
Maximus Partners, LLC
Unknown Wealth Management Firm in King of Prussia is seeking an Investment Operations Analyst to support client service and operational functions, including onboarding, reporting, and custodian management. The role requires collaboration with advisors, portfolio managers, and vendors to ensure seamless account administration and an exceptional client experience. The ideal candidate brings 5+ years in financial services and a detail-oriented, proactive approach to improving workflows and #J-18808-Ljbffr Maximus Partners, LLC
Vacancy posted 4 days ago
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