About this opportunity
Claire Myers Consulting lists this Investment Operations Associate: Client Services & Advisory Ops opportunity in summit, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
A boutique advisory firm is seeking an experienced Investment Operations Associate in Summit, New Jersey. In this role, you will be the primary point person for multiple advisory teams, handling various tasks including account openings, processing transactions, and maintaining client agreements. The ideal candidate has over 2 years of investment operations experience and proficiency in financial management platforms. This position offers a competitive salary package along with a bonus and benefits.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.