Investment Operations Maestro - Transform Client Experience and Lead Financial Growth
Employer
Kestra Financial Independent Advisor
Salary
$70k-$90k (estimated pay)
Location
Columbia, MD
Employment Type
Full-time
Сategory
Financial Advisors
Description
Looking for an Investment Operations professional to manage client relations, investment operations, and general office responsibilities with a keen sense of ownership and strong communication skills.
Qualifications
- Four-year bachelor's degree in finance, accounting, or related field
- Strong communication skills
- Attention to detail
Responsibilities
- Maintain client records in SmartOffice
- Process distribution requests
- Schedule client meetings
Keywords
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